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Working webinars with high-net-worth family and family offices

Sponsored by: The Bridgeford Trust (Gold)

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

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

Click here to watch on-demand now

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