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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.