Exit Planning: Family Offices Need Solid Foundations

In this article, we introduce topics such as self-dealing and excess business holdings in the context of making an investment in a family office vehicle so that practitioners are able to issue spot and obtain the right advice.


What Does A Family Office Need To Know?

This should include the tangibles such as these few examples of many we recommend: Controller with “X” years of public accounting experience servicing high-net-worth individuals.