Skip navigation
TE Webinar Panel1_0301_GettyImages975317250_aBUzz_resized_medium.jpg

Primer on Working with High-Net-Worth Family and Family Offices


Sponsored by:  Bridgeford Trust (GOLD)

Panelists will give an overview of the issues involved with working with high-net-worth (HNW) clients and family offices. Topics will include the definition of a family office and the different types of family offices; how HNW families and their single-family offices (SFOs) use private trust companies; regulatory concerns for SFOs, investments; the IRS Wealth Squad; and changes made and lessons learned from the pandemic.

CLE, CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

Click here now to watch on-demand