Family offices have evolved into comprehensive service models designed to help ultra-high-net-worth (UHNW) families manage complex, multi-generational wealth. This session will provide CPAs with a practical overview of what family office services are, how they differ from traditional wealth management offerings, and why they are increasingly in demand.

Attendees will explore the core components of family office services—including investment management, financial planning, wealth strategy, trust and estate administration, bill pay and accounting, lifestyle management, and risk management—and learn how these services support long-term wealth preservation and governance across generations. The program will also highlight the role CPAs play in these relationships and how partnering with an experienced family office provider, such as Wealthspire Advisors, can help guide clients toward sophisticated planning strategies and specialized resources.