Opening a family office

If you have wealthy clients who need these kinds of services, it can be a gold mine for CPAs, according to John Napolitano.

Napolitano family office podcast screen
Retro microphone with an 'On the Air' illuminated sign on a desk, vignetted background.

If you have wealthy clients who need the kinds of services a family office can provide -- from investment management and financial planning, to estate planning, succession and business exit planning, and much more -- it can be a gold mine for CPAs, according to John Napolitano.