Back

Making the Most of the Family Office

When
Saturday, May 04, 2024
11:00 AM - 1:00 PM
Location
On Zoom

Registration

First Time APPEAL Workshop Participant
Non-Member – $10.00
Not a member of APPEAL? Click here to register.

Making the Most of the Family Office

Join us for an engaging and informative workshop designed to introduce you to the powerful concept of the family office and how it can be adapted to benefit everyday people. Traditionally utilized by the wealthy, a family office is a comprehensive approach to managing wealth, encompassing everything from financial planning to estate management and beyond. In this workshop, we'll explore how you can leverage the principles of the family office to build and preserve wealth, secure your financial future, and achieve your long-term goals, regardless of your current income level. Whether you're just starting your financial journey or looking to optimize your existing resources, this workshop will provide you with practical insights and actionable strategies to take control of your financial destiny.

Topics Covered include:

Introduction to the Family Office Concept
Assessing Your Financial Goals and Objectives
Comprehensive Financial Planning Strategies

A brief overview of the following items included in Family office planning:

-Wealth Accumulation and Investment Management;
-Estate Planning and Asset Protection
-Tax Optimization and Minimization Strategies
-Retirement Planning and Long-Term Wealth Preservation
-Philanthropy and Legacy Planning
Tools and Resources for Implementing Your Family Office Strategy

Presenter: Kisha N Ward, CFP/CPA, AEP, PFS

Kisha N. Ward, CFP|CPA , founder and principal of K. Ward & Co. is a native Washingtonian. With more than 20 years of experience, Kisha is a proven and trusted advisor in providing comprehensive income, estate and gift tax compliance and planning services with a special interest in wealth transfer. She seeks to be a co-conspirator in the process of her clients achieving their goals. With a holistic approach and utilizing coaching techniques, clients uncover their ""why"" to better understand and meet these goals. Her clients have included affluent families and individuals, business owners, executives, founders, investors, professional athletes, and other professionals on their path to creating, maintaining, and preserving generational wealth.

Please register in advance. You will receive a Reminder by 9 am on the day of the presentation with the ZOOM login link/info for the event. If you register on the day of, you will receive the login link/info at that time.