The Family Office Source

Download our full-length family office book, the Family Office Source directly from our Frazier & Deeter family offices page.

With the help of Jeffrey Rosen, CPA, CGMA, MBA, the book covers all topics from my Bloomberg Tax Family Offices Portfolio, including family offices, their operations, assets, owners and dealings with related foundations. The subjects range from family office structuring to taxation of privately owned aircraft. Over 100 pages of detailed content.

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I hope you find the book valuable. All I ask in return is that you leave me a comment below with your answer to this question:

All advisors have a different perspective. What is YOUR best advice for a family thinking about starting a family office today?