Many accounting firms have family office practices to better serve their clients and generate new business. The wealthy increasingly prefer working with multi-family offices to other private wealth ...

Joshua J. Bodenstadt is a partner with Duffy Kruspodin. He focuses on providing both business and tax consulting services to a broad range of clients with a primary focus on high-net-worth individuals ...

Calling it a first for the agency business, CAA has launched a family advisory practice. CAA Global Family Office Advisory will be overseen by Julie Zorn, who has 20 years of experience in the sector.