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Empowering The CPA as a “Wealth Custodian”
Detailed Description
Asset Vantage presented “Empowering The CPA as a ‘Wealth Custodian’” to the NYSSCPA Family Office Committee on February 10, 2026.
The closed-door session brought together 30+ CPAs in New York for a practical discussion on how accounting professionals are expanding their role within UHNW and family office practices. The session focused on the shift from answering “What happened?” through historical reporting to helping families understand “What’s coming?” through forward-looking advisory, better data infrastructure, and unified reporting.
Chirag Nanavati and Nicole Eberhardt shared how CPAs can elevate their UHNW practice by using a unified financial operating system like Asset Vantage, built for the specific needs of complex, multi-entity family offices.
The discussion covered how CPA firms can strengthen their role as trusted advisors by bringing together accounting, performance reporting, consolidated views, and forward-looking insights across entities, investments, and family office structures.
Featured Speakers
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Empowering The CPA as a “Wealth Custodian”
Asset Vantage led a closed-door NYSSCPA Family Office Committee session with CPAs in New York, exploring how accounting professionals can move beyond historical reporting and become forward-looking wealth custodians for UHNW families.
Detailed Description
Asset Vantage presented “Empowering The CPA as a ‘Wealth Custodian’” to the NYSSCPA Family Office Committee on February 10, 2026.
The closed-door session brought together 30+ CPAs in New York for a practical discussion on how accounting professionals are expanding their role within UHNW and family office practices. The session focused on the shift from answering “What happened?” through historical reporting to helping families understand “What’s coming?” through forward-looking advisory, better data infrastructure, and unified reporting.
Chirag Nanavati and Nicole Eberhardt shared how CPAs can elevate their UHNW practice by using a unified financial operating system like Asset Vantage, built for the specific needs of complex, multi-entity family offices.
The discussion covered how CPA firms can strengthen their role as trusted advisors by bringing together accounting, performance reporting, consolidated views, and forward-looking insights across entities, investments, and family office structures.
Featured Speakers
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