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Richmond Hill Meeting: Single Family Offices: How Do The Rich Get Richer?
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7/24/2018
When: Tuesday, July 24, 2018
6:00 - 9:00 PM
Where: Marlowe Restaurant & Wine Bar
155 York Blvd.
Richmond Hill, Ontario  L4B 3B4
Canada
Contact: John Zottola
866-616-4722 x 111


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Single Family Offices: How Do The Rich Get Richer?

Presented by Jamie Herman, BAS, MTax, CPA, CA

Single family offices (SFO) are a team of professionals dedicated to managing the financial affairs of only one ultra high net worth family.  Every SFO is unique in all aspects from wealth management to tax planning.  This presentation explores how an SFO may conduct their wealth management and tax planning.  It primarily explores different investment alternatives often not considered by traditional investors and general aspects to consider regarding those investments.

Presenter's Bio:

Jamie Herman currently serves as the Chief Financial Officer for an ultra high net worth family.  With over a decade of professional firm experience advising high net worth individuals and their families on complex tax and accounting transactions, his focus has turned to assist one family in holistically managing their assets. His role includes managing investment, tax and accounting operations, reviewing internal domestic and international commercial structures, analyzing potential strategic acquisitions and divestitures, personal financial planning for shareholders and liaising with external professional advisers. 

Regional Developer:  Robin Mountain, CPB

Cost is free - You are responsible for your own meal and beverage.

Dining out with food allergies can be a challenge, but it can be done safely. The best way to stay safe is by being informed and communicating your needs.

Before you go: ‘Be Informed and Inform’. We recommend contacting the restaurant ahead of time and talking to the restaurant manager or Kitchen manager.

At the Restaurant: ‘Communicate’. Talk to the server upon arriving and also to the IPBC regional network chair and explain your food allergies.

Block out time on your calendar for this event right now. Why? Just imagine networking with some of the top bookkeepers in the country. Imagine the chance to be on the fast track to a more lucrative practice, to being a certified professional bookkeeper (CPB) and to receiving greater professional recognition inside and outside of this network.

Regional Meetings are a vital part of that formula for success.

They're a unique chance to combine learning – a guest speaker shares expertise that's sure to make your work a bit easier – with fun and powerful networking.

Attending this meeting qualifies for one Professional Development Credit

Each meeting includes a guest speaker with a Q&A session; a discussion among the attendees about a marketing topic, a challenge someone may be facing, or another topic important to you; and networking. Non-members are welcome to attend two meetings to evaluate IPBC. Afterwards, you must join to participate in Regional Meetings.

Our meetings are "Scent Free” and business casual attire is appreciated. This is a business meeting. Please, turn off your cell phone before entering the room, and sorry no children allowed. 

We look forward to seeing you there!


 


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