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