The Accountant's Role In The Family Office

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Date: 01/05/2011

Why not truly serve your high netwealth clients by becoming their "family office" and the one port-of-call for their many complex needs?

How can accountants best serve their high netwealth clients? A consideration could be to establish a family office, becoming the one port-of-call for that client's many complex needs. Family offices are of growing interest to our wealthiest individuals and families, and Michael Heine of Netwealth Investments offers some perspectives on what's involved in creating a Family Office,offering straight forward accounting advice, tax and investment advice, addressing philanthropic issues, and helping with generational issues that often arise and need to be resolved.