Name
Your First Family Office: What It Looks Like at $20M, $50M, and $200M
Description
At $20 million, coordination might mean a good CPA and a shared calendar. At $200 million, it might mean staff. Most producers hear "family office" and picture Walton money, but the structures that quarterback your CPA, attorney, wealth adviser and insurance broker start earlier than that. Real configurations, real setup and operating costs, and the thresholds where each one starts to pencil.
Date & Time
Tuesday, February 16, 2027, 10:15 AM - 10:55 AM