Towson, MD (4/25/24) — Rosen, Sapperstein & Friedlander, LLC (RS&F), a leading business advisory and CPA firm, announced the release of its publication The Family Office Source written by nationally recognized family office expert RS&F Partner David Rosen and RS&F Managing Partner Jeffrey Rosen.   

 

The Family Office Source is a condensed and more accessible version of David Rosen’s award-winning Family Offices Portfolio that is available exclusively through Bloomberg BNA. The Portfolio is part of Bloomberg BNA’s nationally recognized tax management portfolio series. 

 

The Family Office Source provides an overview of all matters important to family offices. Topics addressed include but are not limited to: 

 

• Forming The Family Office 
• Family Office Operations 
• Family Office Investments and Other Holdings 
• Family Office Investors 
• Family Offices and Family Foundations 
• Estate Planning for the Family Office 
• Family Office Toolbox 

 

“We are extremely proud of how our Family Office division has grown over the years. We now operate one of the largest family office accounting firms in the U.S. and have helped many clients create and restructure new and existing family offices. As family offices continue to grow, we plan to continue producing these valuable resources and expanding RS&F’s thought leadership,” said Jeffrey Rosen.  

 

“Many people are intimidated by the complexity of family offices. We strive to make information about and planning for family offices accessible. The Family Office Source is unique, as it illuminates family office structuring and considerations into useable information. We hope family office stakeholders will find value from this important and timely resource,” said David Rosen. 

 

David Rosen, Esq., CPA is one of the leading tax advisors in the United States who also authored the Book on Qualified Opportunity Zones. He was recently named Bloomberg’s Author of the Year for his Family Offices Portfolio. With clientele comprised of family offices, ultra-high net worth families, and large closely held businesses, David oversees the tax planning for many of the wealthiest families in the United States.  

 

Jeffrey Rosen CPA, CGMA, MBA, is the Managing Partner at RS&F and focuses on firm strategy, team development, and client engagement. He works closely with RS&F’s partner group to expand the firm’s service offerings on behalf of current and future clients. On behalf of many clients, he performs business advisory engagements in areas of growth plans, capital formation, and mergers and acquisitions. 

The Family Office Source is available for download on RS&F’s website. Hard copies are available for purchase on Amazon.