Press Room

August 28, 2015

Wylie and Roberts to Speak at Pepperdine University

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 Lido Consulting, Inc.

Tim Wylie and Daniel Roberts will both be speaking at this event, Managing and Building Wealth Through Effective Financial Management, Oversight, and Making Informed Investment Decisions, which takes place October 26-28, 2015 at Pepperdine University in Irvine, CA. Faculty members and industry experts will share best practices in corporate governance and financial management, evaluation skills necessary to oversee and manage the financial and budgetary aspects of their organization, and the tools necessary to make informed and suitable investment decisions.

Tim Wylie is a member of the Andersen Tax Private Client Services group and works with wealthy families and their related businesses, trusts, private foundations, and other entities. Tim provides income, estate and gift tax planning and compliance, wealth transfer and business succession planning, and charitable giving strategies and structures.

Daniel Roberts has over eight years of experience in professional tax and accounting services. His client base includes high net worth individuals and family groups and their family offices, owners of closely held businesses, founders and significant shareholders of public companies, and business executives.


October 26-28, 2015
Irvine, CA

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