Year-End Financial Planning for Family Offices

About this event

This year-end webinar covers the financial planning actions every family office should complete before 31 December, led by a CFO and a tax specialist. Topics to be discussed include year-end tax actions and deadlines, portfolio rebalancing ahead of the new year, running the annual fee review process, and a structure update checklist to close the year properly. A practical countdown of tasks for every family office finance function in the final quarter.