Virtual
Introduction to Single Family Office Structures 2026
Date: July 27, 2026
Time: 2 – 3 p.m. PT
Member
$0.00
Nonmember
$55.00
Members, log in to access your discount.
Overview
Explore the purpose, structure, and regulatory framework of single family offices. This session examines key legal and tax considerations, including the Investment Advisers Act and Lender Management, LLC v. IRS, while discussing the benefits, challenges, and practical steps involved in establishing a single family office.
Product Code
1000005327-145758
Credit Type
CPE: 1CPE-Non-Technical: 1Intended Audience
CPAs and financial planning professionals.
NASBA Field of Study
Business Management & Organization
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Single Family Office Structures and Purpose
- Regulatory, Tax, and Legal Considerations
- Formation, Benefits, and Operational Considerations
Faculty
Sponsors
CalCPA would like to thank our sponsors for their generous support in helping make this event a success. Learn more about them by clicking on their logo below.
Our Gold Partners
Additional Details
This webinar is free for CalCPA members and is sponsored by Wealthspire.