Maximizing Value for High-Net-Worth Clients: Insights into Outsourced Family Office

Bring peace of mind to your clients with top insights to maximize their value.

Every family has a unique set of needs that can change very quickly. Outsourcing family office services to the right team can bring peace of mind so that your clients can focus on the life they want to create.

Join Armanino Family Office Partners, John and Gail, to:

• Understand the benefits of outsourcing family office services for high-net-worth clients.
• Identify the key factors to consider when selecting an outsourced family office service provider including cost, risk management, confidentiality and security.
• Recognize the potential tax and estate planning implications of outsourcing family office services.

Speakers

• John Karls, Partner, Armanino
• Gail Peisach, Partner, Armanino