Presentations

The Family Office Guy’s Presentations

Richard uses his expertise as a CPA to speak 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.

[jwplayer config=”myplayer” file=”http://iymoney.com/video/Cliffnotes.mp4″ image=”” html5_file=”http://iymoney.com/video/Cliffnotes.mp4″ download_file=”http://iymoney.com/video/Cliffnotes.mp4″ autostart=”true”] Cliff Notes: Renaissance CPA Firms

image of cliff notes presentation

Cliff Notes: Estate Planning Council of San Diego

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

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

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

Family Governance: Helping Wealthy Families Sleep Better at Night

PDF download of a presentation on how to network in business

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

Presentation on How to Manage Wealth De-accumulation for Financial PlannersWealth De-accumulation: What It Is and Why Nobody Wants to Talk About It in Public

Presentation on the future landscape for CPA firmsUnleashing the CPA’s Potential: The CPA of the Future