PDFs

The Family Office Guy’s Presentations

Occasionally, Richard Speaks to professional organizations and networking groups about accounting issues and how they relate to his work with family offices. Four of his presentations are available for download below.

Contact Richard if you are interested in having him speak at your event.

PDF Presentation by Asset Management / Family Office Advisor

What Wealthy Families Want

image of cliff notes presentation

Cliff Notes: Estate Planning Council of San Diego

Presentation on the future landscape for CPA firms

Unleashing the CPA’s Potential: The CPA of the Future

Presentation on How to Manage Wealth De-accumulation for Financial Planners

Wealth De-accumulation: What It Is and Why Nobody Wants to Talk About It in Public

PDF download of a presentation on how to network in business

Networking, Connecting, and Transcending: A Professional’s Guide to Collaboration

PDF Download of a Presentation about Financially Managing High-net-worth Families

Family Governance: Helping Wealthy Families Sleep Better at Night

Download PDF of a Presentation on Transitioning the Management of a Family Business

Business Succession Planning: “Can I Really Fire My Mother?”