Press Room

December 17, 2010

Randy Macpherson to Speak at Family Office Exchange

February 1, 2011 — As small family offices face increasing challenges in optimizing the efficiency of their operations and are forced to adapt to changes in the regulatory environment, many are looking for alternative service delivery models.

“The Evolution of the Small Family Office: Models for Sustainability” is designed specifically for small family offices, bringing together leaders of offices with fewer than 10 employees to discuss concerns related to sustainability and to consider solutions for optimizing costs while maintaining control, customization and quality of services.

Randy Macpherson, WTAS Managing Director, will discuss the impact of the latest tax and regulatory issues surrounding the small family office.

Tuesday, February 1, 2011
The Four Seasons Miami

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