August 28, 2015

The Certificate in Financial Management for the Family Office program is a two and a-half day curriculum-based training program developed by Pepperdine University Graziadio School of Business and Management in association with  ...

January 28, 2020

On Wednesday, February 19, Andersen will host a webcast on digital assets, cryptocurrency and cybersecurity for family offices. The webcast will take place from 2:00pm – 3:00pm (EST). The webcast will be led by ...

June 04, 2020

On Thursday, June 18, Andersen hosted a webcast on how family offices are approaching investing and globalization. The webcast was presented by Joe Toce, Andersen Managing Director and Ron Diamond, CEO of Diamond ...

June 22, 2020

Andersen Managing Director Carl Fiore will present at an upcoming webinar, How to Support Your Favorite Charity During These Times,  hosted by the Museum Trustee Foundation on June 25. Carl ...

August 10, 2020

On Thursday, August 27, Andersen hosted a webcast focused on the biggest challenges that family offices face and the internal controls and structural reviews every family office should consider to effectively manage ...

February 11, 2021

Andersen Director Richard Dauman was recently selected as the Vice Chair of the Family Office Committee for the New York State Society of Certified Public Accountants (NYSSCPAs). The committee is made ...

May 05, 2021

On Tuesday, July 20, Andersen will host the 2021 Family Office Roundtable led by a team of Andersen speakers including Managing Directors Mary Duffy, Joe Karczewski, Nicholas Lagoni, Chad Thiel and Joe Toce. The roundtable ...

September 23, 2021

Andersen recently hosted a three-part webcast series, The Evolution of a Successful Family Office, that kicked off on November 2, 2021. The series was led by a panel of Andersen experts including Managing ...

June 02, 2022

On Thursday, June 23, Andersen hosted the 2022 Family Office Roundtable led by a team of Andersen speakers which included Managing Directors Mary Duffy, Carl Fiore, Paige Goepfert, Nicholas Lagoni, Deborah McGee and ...