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Primer on Working with High-Net-Worth Family and Family OfficesPrimer on Working with High-Net-Worth Family and Family Offices

Susan R. Lipp - Moderator, Editor in Chief

March 28, 2022

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Date: Mar 28, 2022

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Sponsored by:  Bridgeford Trust (GOLD)

Panelists will give an overview of the issues involved with working with high-net-worth (HNW) clients and family offices. Topics will include the definition of a family office and the different types of family offices; how HNW families and their single-family offices (SFOs) use private trust companies; regulatory concerns for SFOs, investments; the IRS Wealth Squad; and changes made and lessons learned from the pandemic.

CLE, CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

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About the Author

Susan R. Lipp - Moderator

Editor in Chief, Trusts & Estates Magazine

Susan R. Lipp is editor in chief of Trusts & Estates magazine, the WealthManagement.com Journal for estate-planning professionals. She oversees both the print and online version of T & E, as well as the monthly e-newsletter articles.
Susan served in leadership positions at Vendome Group, LLC (formerly Brownstone Publishers, Inc.) with editorial responsibility for publications and newsletters. Following her tenure at Vendome Group, Susan joined Community Housing Improvement Program (CHIP) as General Counsel, where she was editor in chief of its monthly newsletter and implemented initiatives to educate members on legal requirements. Susan began her career at Rosenberg and Estis, P.C., a real estate law firm in New York City.
Susan holds a Bachelor of Arts in Sociology from Brandeis University. She received her Juris Doctor Law degree from Hofstra University School of Law, graduating with distinction and having served as Associate Editor of the Law Review. Susan is admitted to practice law in New York State and is a member of the New York State Bar Association.