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CSUF Family Business Center Workshop; “Family Office: What You Need To Know?”

 

August 13, 2024

 

You will learn, “what is a family office”, the different models of family offices, and the services they provide. We will help you answer the question; do you need a family office and if so, what model will work for you. You will learn about the different models of family offices and hear from an Executive in a Single-Family office, Sandy Juranich and an Executive from a Multi Family Office, Whit Batchelor from Whittier Trust.

Pat Soldano, who has worked in the Family Office industry for 30 years, will explain the family office model, various structures and services and then lead a discussion between a Single-Family Office Executive, (SFO), Sandy Juranich, and a Multiple Family Office, (MFO) Executive., Whit Batchelor of Whittier Trust

Sandy Juranich, CPA, is a family office professional, starting in a Multi-Family office for twenty years. Currently Sandy is the financial planning manager for a Southern California single-family office, where she oversees all of the family’s personal finances and business interests. This includes coordinating accounting, taxes, estate planning, investments, risk management, and personal business interests, using both internal and external resources.

Whit Batchelor is a Senior Vice President and Client Advisor at Whittier Trust’s Orange County office, where he manages the complex needs of affluent individuals and families.

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The need for fact-based reporting of issues important to family offices and successful individuals and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful individuals are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to family offices and successful individuals, while continuing to strengthen our presence on Capitol Hill.


Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them.

Since 1995, Policy and Taxation Group has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.


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