Achieve Operational Excellence in Your Family Office Practice Webinar

Event Details

Date: February 20, 2025
Time: 3:00 pm - 4:00 pm America/New_York
Format: Remote
Add to Calendar 2025-02-20 3:00 pm 2025-02-20 4:00 pm America/New_York Achieve Operational Excellence in Your Family Office Practice Webinar

Family offices are prime for technology automation in 2025 to help address common challenges such as evolving family needs, cybersecurity threats, talent shortages, and more. In this webinar, CPA.com’s Kim Blascoe and Sophia Loh, Family Office Partner at Frank, Rimerman +Co., will provide a workshop-style update on how top firms are putting technology to use in their operations.

 

Upon conclusion of this session, attendees will:  

  • Recognize key factors that enable family office firms to achieve operational excellence, driving efficiencies while future-proofing their business
  • Distinguish the role of technology in family offices and how to integrate solutions to enhance data management, reporting, and overall workflow.
  • Assess how cybersecurity risks could affect their firm and clients while identifying strategies to safeguard sensitive information by design.
  • Evaluate the benefits of outsourcing non-core functions to enable focus on delivering value, reducing costs and mitigating risks for high-net-worth families.

 

Cost: Free
CPE Credits: 1.0 hour
Field of Study: Business Management & organization
Knowledge Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Location: Online
Click to Register

Family offices are prime for technology automation in 2025 to help address common challenges such as evolving family needs, cybersecurity threats, talent shortages, and more. In this webinar, CPA.com’s Kim Blascoe and Sophia Loh, Family Office Partner at Frank, Rimerman +Co., will provide a workshop-style update on how top firms are putting technology to use in their operations.

 

Upon conclusion of this session, attendees will:  

  • Recognize key factors that enable family office firms to achieve operational excellence, driving efficiencies while future-proofing their business
  • Distinguish the role of technology in family offices and how to integrate solutions to enhance data management, reporting, and overall workflow.
  • Assess how cybersecurity risks could affect their firm and clients while identifying strategies to safeguard sensitive information by design.
  • Evaluate the benefits of outsourcing non-core functions to enable focus on delivering value, reducing costs and mitigating risks for high-net-worth families.

 

Cost: Free
CPE Credits: 1.0 hour
Field of Study: Business Management & organization
Knowledge Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Location: Online

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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)

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Frank, Rimerman + Co. LLP
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