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Membership

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Family Office


Chair: Madelyn R. Miller
Firm: JP Morgan Chase
Member of: Manhattan/Bronx Chapter
 

Committee Members

To view a member's contact information, click on the member's name (for NYSSCPA members only)

NameFirmChapter
Madelyn R. Miller
Chair
JP Morgan ChaseManhattan/Bronx
Eva Minsteris
Vice Chair
JSB Partners Manhattan/Bronx
Warren D. Abkowitz KPMG LLP Manhattan/Bronx
Joseph L. Ali PKF O'Connor Davies, LLPManhattan/Bronx
Jeriba L. Allen Dubin & Swieca Capital Management Manhattan/Bronx
Gautam Anumukonda
SGC & Associates LLPManhattan/Bronx
Jeffrey A. Baddish Shalik Morris & Company LLP Nassau
Richard H. Bader Janover LLCManhattan/Bronx
Stace N. Balitsos Wiss & Company LLP Nassau
Constantine Baris
Baris Financial Management Limited Nassau
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Committee Meetings

MeetingDate
Family Office10/20/2016

Want to get involved with this committee? Visit the committee application to join today!

Join This Committee

About the Family Office Committee

Committee Action Plan

Who We Are  

CPAs who work in or lead a family office,  manage the financial function of a family owned business, serve as an advisor to a family controlled entity, or who represent, advise, or work closely with family businesses.

What We Do

The purpose of the committee is to collaborate in considering the specific challenges that advisors in this arena face, to become further educated, and to consider a set of “Best Practices” for optimal functioning in a family controlled environment.

Among the family office functions the committee considers are:

  • Financial and Accounting Oversight
  • Investment Oversight
  • Consolidated Reporting
  • Income Tax Planning and Compliance 
  • Estate Tax Planning and Compliance
  • Fiduciary Accounting 
  • Charitable Oversight  
  • Treasury Functions 
  • Personnel Oversight 
  • Family Member Education

Generally, the committee will meet monthly in a forum to address, discuss, and further educate its members and members of the Society on the above functions.  Committee members may be asked to author relevant articles for The CPA Journal and the Trusted Professional and to provide guidance to other NYSSCPA members on these matters through the Society’s hotline.  The committee will consider “Best Practices” and plan educational activities, often involving outside presenters.   Meetings may have presentations which qualify for CPE credit.  

Who Should Join

Society members involved with the family office function or who advise or work closely with family offices.