While Family Offices continue to grow in numbers both domestically and internationally, we have been receiving numerous requests for CPA firm referrals.
In order to select the right CPA firm for your family office we suggest the following considerations:
-How large is their Family Office practice (number of professionals solely dedicated to Family Offices)?
-How long has their Family Office practice been in existence?
-How many Family Offices do they currently provide services for?
-What services are they providing for the Family Offices?
-Is the firm national and/or international?
-How many partners are dedicated only to the particular Family Office practice?
-Can you identify the partners that are dedicated to the Family Office practice with their biographies?
-How are your fees billed relative to Family Office work?
-Do you have an investment management firm related to your firm?
-Do you provide outsourced services for Family Offices and if so, what do they consist of?
-Do you have tax attorneys on staff with expertise in trust and estate tax, gift tax and closely held businesses?
-Why would we choose your firm over your competitors?
For additional assistance in selecting the right CPA firm please contact: Michael F. Rosenblatt, President of FON Search and The Quest Organization at 212-971-0033 or via email at michael.rosenblatt@questorg.com
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