Skip to Content
Family office professionals greeting their advisor.
White Paper

Family Office Answer Book: The next chapter for family office professionals

September 5, 2024 / 1 min read

Strengthen your family office for success now and in the future with our all-encompassing Family Office Answer Book.

Download now – The Family Office Answer Book: The next chapter for family office professionals.

Staying on top of emerging and evolving trends and topics is essential to building a strong foundation for your family office. Our second edition of the Family Office Answer Book tackles many of these trends to help ready your family office for a future that may be difficult to predict.

You’ll gain expert insights, strategies, and best practices on topics such as:

Download now

See all books in this series

Related Thinking

Group of tax professionals in a meeting.
April 1, 2025

Kurt Beck discusses tax advice for the upcoming 2024 deadline on 760 WJR

Podcast 8 min listen
View of U.S. Congress building at sunrise.
Mar. 26, 2025

Starting right: Section 1202 considerations for startups and business acquisitions

Webinar 1 hour watch
Business professional waling down concrete steps while checking their cell phone.
February 7, 2025

Almost too good to be true: The Section 1202 qualified small business stock gain exclusion

Article 8 min read