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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 multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That's why Family Enterprise USA is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC include high income tax rates, possible elimination of valuation discounts, increase in capital gains tax, enactment of a wealth tax, and the continued burden of the gift tax, estate tax and generation skipping tax.


Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC.  Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization. Family foundations can donate.


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