Webinar Details
Course Description
The current client experience is very disparate. They have three different advisors helping navigate the logistics of money–tax advisor, investment advisor, estate attorney.
Over the last 20 years, Chris Bean, took his knowledge of running an accounting firm to wealth management and took a book of business from $75m to $1.4b.
His success? Integrating the whole financial picture into one team–creating multi-family offices.
His clientele are business owners who have accumulated over $20m, but he built this model serving small business owners and executives. It is a model that scales to fit every CPA’s book of business.
On this webinar, Chris will be sharing why the client experience is better, how it’s better for the CPA, and the process to make this a reality.
Learning Objectives
- Recognize the Benefits of Integration
- Identify Opportunities for CPAs in Wealth Management
- Discover how to Implement Scalable Strategies for Multi-Family Office Models
Prerequisites
- None
Who Should Attend
This webinar is specifically for CPAs who service the personal tax situation of successful business owners, entrepreneurs, and executives.
Advanced Preparation
None
Presenter Details
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Chris Bean
- Speaker, Managing Partner at Private Advisory
As a self-proclaimed reformed accountant, Chris ran a local accounting firm serving business owners. After several years, he decided to leverage his tax expertise to create a multi-family office. He acquired his father’s book and has grown it from $75m to $1.4b in assets under management.
The idea of the multi-family office is to provide the client with the most elite experience on the market. Instead of a disparate financial team, Chris has built a business by consolidating tax strategy, wealth management, and estate planning into one team.
NASBA Sponsor
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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
Elevating the Client Experience: Taxes and Wealth Management Under the Same Roof
Sponsored by The Factory
- Dec 3, 2024
- 12:00 PM EST
- Credits: 1.00
FREE
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