For wealth management and family offices, every hour spent on manual operations takes away from deepening relationships with HNW clients. In this webinar, Bob Jacobsen shares how his firm addressed the challenges of high-net-worth client entity management and AP with BILL. Now, his firm runs bill pay for 50 family groups in a fraction of the time—creating a stickier offering that HNW families rely on year after year.
Whether you work with one family group or dozens, this webinar will help you learn how to:
Robert "Bob" Jacobson is an expert in taxation and advisory for high-net-worth families at Friedman + Huey, where he has worked since 1991. He plays a key role in the firm's family office practice and technology advancements while shaping its strategic vision as an executive committee member. Bob has also served as President of the Thomson Reuters GoSystem Tax Customer Advisory Board, contributing to tax software development and speaking at professional forums. A member of the AICPA and IL CPA Society, he combines technical skill with personal warmth to foster strong, long-lasting client relationships.
Robert "Bob" Jacobson is an expert in taxation and advisory for high-net-worth families at Friedman + Huey, where he has worked since 1991. He plays a key role in the firm's family office practice and technology advancements while shaping its strategic vision as an executive committee member. Bob has also served as President of the Thomson Reuters GoSystem Tax Customer Advisory Board, contributing to tax software development and speaking at professional forums. A member of the AICPA and IL CPA Society, he combines technical skill with personal warmth to foster strong, long-lasting client relationships.
