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Your Tech-Enabled Family Office Practice: Elevating Trust Through Continuous Improvement
July 23, 2025 @ 3:00 pm – 4:00 pm EDT
Handling the financial operations for high-net-worth individuals has never been more complex. From high volumes of transactions to numerous legal entities and investments, family office practices have high stakes to have their processes, technology, and integrations in tip-top shape in order to realize the unique opportunity to become—and remain—a trusted advisor.
In this webinar, Kim Blascoe, senior director of CAS professional services at CPA.com, will be joined by a family office practice leader to unpack how firms can continuously improve their internal operations, such as their workflows and automations, to make certain that they have the proper stature to provide data-driven insights to their clients.
Learning objectives:
Distinguish between core technologies to implement in your practice vs. niche technology
Recognize how modern firms are leveraging technology and best-practices to provide value to their high-net-worth clients through their family office practice
Identify ways to structure data, create seamless automations, and document workflows to optimize your operations
Indicate which improvements your family office practice can make to have an immediate impact and boost client value
