Deprecated: strtolower(): Passing null to parameter #1 ($string) of type string is deprecated in /home/patsoldano/public_html/wp-content/plugins/autoblog/autoblogincludes/addons/originallinkinpopup.php on line 68
Deprecated: strtolower(): Passing null to parameter #1 ($string) of type string is deprecated in /home/patsoldano/public_html/wp-content/plugins/autoblog/autoblogincludes/addons/originallinkinpopup.php on line 68
Deprecated: strtolower(): Passing null to parameter #1 ($string) of type string is deprecated in /home/patsoldano/public_html/wp-content/plugins/autoblog/autoblogincludes/addons/originallinkinpopup.php on line 68
Deprecated: strtolower(): Passing null to parameter #1 ($string) of type string is deprecated in /home/patsoldano/public_html/wp-content/plugins/autoblog/autoblogincludes/addons/originallinkinpopup.php on line 68
Deprecated: strtolower(): Passing null to parameter #1 ($string) of type string is deprecated in /home/patsoldano/public_html/wp-content/plugins/autoblog/autoblogincludes/addons/originallinkinpopup.php on line 68
Deprecated: strtolower(): Passing null to parameter #1 ($string) of type string is deprecated in /home/patsoldano/public_html/wp-content/plugins/autoblog/autoblogincludes/addons/originallinkinpopup.php on line 68
Deprecated: strtolower(): Passing null to parameter #1 ($string) of type string is deprecated in /home/patsoldano/public_html/wp-content/plugins/autoblog/autoblogincludes/addons/originallinkinpopup.php on line 68
Stand up and be heard! Contact your lawmakers in Congress to advocate for positive change.
CSUF Family Business Center Workshop; “Family Office: What You Need To Know?”
August 13, 2024
You will learn, “what is a family office”, the different models of family offices, and the services they provide. We will help you answer the question; do you need a family office and if so, what model will work for you. You will learn about the different models of family offices and hear from an Executive in a Single-Family office, Sandy Juranich and an Executive from a Multi Family Office, Whit Batchelor from Whittier Trust.
Pat Soldano, who has worked in the Family Office industry for 30 years , will explain the family office model, various structures and services and then lead a discussion between a Single-Family Office Executive, (SFO), Sandy Juranich, and a Multiple Family Office, (MFO) Executive., Whit Batchelor of Whittier Trust
Sandy Juranich, CPA, is a family office professional , starting in a Multi-Family office for twenty years. Currently Sandy is the financial planning manager for a Southern California single-family office, where she oversees all of the family’s personal finances and business interests. This includes coordinating accounting, taxes, estate planning, investments, risk management, and personal business interests, using both internal and external resources.
Whit Batchelor is a Senior Vice President and Client Advisor at Whittier Trust’s Orange County office, where he manages the complex needs of affluent individuals and families.
We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…
As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a member.
The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Family Enterprise USA is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC include high income tax rates , possible elimination of valuation discounts, increase in capital gains tax , enactment of a wealth tax , and the continued burden of the gift tax , estate tax and generation skipping tax .
Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC. Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization. Family foundations can donate.
#incometax #taxseason #federaltaxpolicy #taxation #EstateTax #Deathtax #wealthtax #taxLegislation #CongressionalCaucus #CapitalGainsTax #incometaxrates #incometaxseason #taxrefund #taxreturn #incometaxreturn #gifttax #Generationskippingtax #InheritanceTax #repealestatetax #FamilyBusiness #promotefamilybusinesses #familyowned #supportlocalbusiness #womeninbusiness #AdvocatingForFamilyBusinesses #Generationallyowned #Multigenerationalbusiness @FamilyEnterpriseUSA @PolicyAndTaxationGroup @DitchTheEstateTax #FamilyEnterpriseUSA #PolicyAndTaxationGroup #DitchTheEstateTax
The post Family Office Workshop: What You Need To Know? appeared first on Family Enterprise USA .
Family Enterprise USA is the organization that represents all family businesses on a national level in DC; it is not unique to any industry. Family Enterprise USA is different from other organizations because it represents and advocates for the families of family businesses and the issues, they face running their businesses every day. Our sole mission and purpose is to promote family businesses and their job growth in America. We also support the work of Family Business Centers across the country. We hope your family will choose to be a member of Family Enterprise USA.