Setting Up a Family Office in
Preparation for a Business Exit


Setting Up a Family Office in Preparation for a Business Exit

What is a Family Office? How are Family Office’s being used to transition family businesses between generations? What are some of the challenges that Family Office’s face? Is family governance important to the success of the Family Office?

In this session, participants will receive an overview of the Family Office industry and the reasons that Family Offices are becoming popular in the exit planning process. The session will also discuss some of the challenges that Family Offices inevitably face as well as the tax savings and consequences that should be considered when starting a Family Office.

Learning Objectives:

  • Understanding of the Family Office industry.
  • The essential skills required for professionals when working with affluent families.
  • Recognizing the importance of finding “outside the box” investment strategies.
  • Understanding the critical questions to determine if your clients are good candidates to start a Family Office.
  • The importance of moving forward.
  • Understanding the tax consequences of starting a Family Office.
  • Implementing successful family governance and delegation within the Family Office.


An Expert Panel Discussion:

Our panelists include Alyssa Weinberger, Lido Consulting, LLC, Dr. Carolyn Friend, Inheriting Wisdom™, and Tes Macaraya, Martini, Iosue & Akpovi, with Kathleen Tepley as the session moderator.

Meet the Panelists


Thank you to our Sponsor:

This meeting will be held at Jewish Community Foundation.


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters

Alyssa Weinberger

Alyssa Weinberger

Lido Consulting, LLC

View Bio

Dr. Carolyn Friend

Dr. Carolyn Friend

Inheriting Wisdom™

View Bio

Tes Macaraya

Tes Macaraya

Martini, Iosue & Akpovi

View Bio

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at