Single Family Offices - An Inside Look

Topics discussed during this webinar:

  • Background On Single Family Offices
  • Types Of Single Family Offices
  • A Process For Setting Up A Single Family Office
  • Direct Investing Versus External Advisors
  • Tax Planning Ideas For Single Family Offices


21 Jan 2021, 12:00 PM

1 CPD hours

$39

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Course Description

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, sponsorship or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225.



Course Walkthrough

  • Presentation
  • Recording
  • Certificate: Single Family Offices - An Inside Look
  • Feedback / comments

About the Instructor(s)

Picture of Jamie Herman
Jamie Herman

Jamie Herman, BAS, MTax, CPA, CA

Jamie Herman is a Principal at Fruitman Kates LLP and was formerly the CFO of a single family office focused on real estate development, private lending and private equity. His practices focuses on holistic tax and estate planning, succession planning and providing an array of family office services for single family offices and high net worth individuals.  As CFO, Jamie built out a support team of internal professionals, a custom financial reporting system and relationships to allow for constant deal flow.  He also worked in a family business allowing him to gain an understanding of the dynamic relationship between family and business.  Jamie is an active member of The Toronto Cricket Skating & Curling Club and has presented on a variety of topics including taxation and family offices.


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