Family Office: Automating Support Functions for High Net Worth Clients Webinar

Event Details

Date: July 24, 2020

Time: 3:50 pm - 4:40 pm Eastern

Format: Remote

Add to Calendar 2020-07-24 3:50 pm 2020-07-24 4:40 pm Eastern Family Office: Automating Support Functions for High Net Worth Clients Webinar

The evolving needs and complexity of family offices is driving the need for expanded accounting support. With challenges such as disparate entities, manual processes and little control over workflow – family offices stand to benefit from technology that can bring automation, streamlined processes and increased visibility to analyze information and make better informed decisions.

Objectives

Recognize how accounting firms are helping their family offices/HNW individual clients securely and efficiently manage their back-office work
Identify best practices and tools to grow your business
Indicate how to quantify the value of your services for these clients

Join us for AICPA Engage 2020.

Click to Register

The evolving needs and complexity of family offices is driving the need for expanded accounting support. With challenges such as disparate entities, manual processes and little control over workflow – family offices stand to benefit from technology that can bring automation, streamlined processes and increased visibility to analyze information and make better informed decisions.

Objectives

Recognize how accounting firms are helping their family offices/HNW individual clients securely and efficiently manage their back-office work
Identify best practices and tools to grow your business
Indicate how to quantify the value of your services for these clients

Join us for AICPA Engage 2020.

Team Member

Sophia Loh

Family Office Partner

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Sophia Loh

Family Office Partner

“Intellectual curiosity is the driving force that keeps my passion alive for the work I do and the families I serve. I look at each of my clients’ financial situations with a curious mind, looking beneath the surface to discover new possibilities to achieve their personal financial goals.”

With over 30 years in the public and private sectors, Sophia brings an unparalleled depth of expertise to Frank, Rimerman + Co. clients. As the leader of the Firm’s Family Office practice, she leads her team to provide outsourced accounting support to high-net-worth individuals and their families. Sophia utilizes her expertise in managing start-up operations, accounting and business processes, system implementation, financial reporting, and budgeting to provide great insights and additional value to her clients.

Sophia is driven to help her clients work through their ideas for the future and helps them grow their personal wealth and their businesses. Because of her close relationships and depth of experience, clients frequently call on Sophia for her opinion on business decisions and personal buying decisions alike.
- B.S. University of California, Berkeley
- Member of the Family Office Exchange (FOX) Advisory Council
- Board of Directors for Rubicon Programs
- Former Treasurer and Board Member of Sustainable Contra Costa
- 2024 Top Women in Wealth Family Office Finalist by Family Wealth Report
- 2024 Top Accountancy Advisor Finalist by Family Wealth Report
- Past CalCPA Women to Watch Award Winner – Trailblazer Award for her philanthropic work including service on multiple boards
- Past CalCPA Women to Watch Award Winner – Experienced Leader for her commitment to mentoring other women in their path to leadership positions within the accounting profession
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the California Society of Certified Public Accountants (CalCPA)