Family Office: An Insider’s Perspective

Ed Van Deman

cs-bioFamily Office Webinar

Whether it’s asset protection, investment management, philanthropy or training the next generation–an effective Family Office can provide tremendous value to wealthy families and high net worth investors. Knowing the issues to address and the problems to avoid, however, is the key to success.

This webinar discussed key topics affecting Family Office operations, including:

  • Major benefits and advantages of a Family Office
  • Top five improvement areas
  • How to avoid costly mistakes
  • Practical solutions to common concerns

Recorded presentation: http://www.finnav.com/resources

About Our Presenter

Mr. Chris Cincera is a founder and principal of Virtual Family Office, LLC. As former CFO for a family office managing over $1.2 Billion in assets, Chris brings an abundance of experience and insight into what constitutes best practices for a family office. As a CPA with an active license, Chris serves clients in family offices and provides financial and investment planning for high net worth individuals. He also works closely with private foundations and public charities.

 

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