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Center for Estate and Gift PlanningPEPNET Pepper dine Estate Planning Networker Tax Planning Tools for 2013 and Beyond Tim Voorhees, J.D., M.B.A., Mat sen Voorhees Law South Chapter Tuesday, May 7,
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PEPNET - Family Office refers to a financial management system for high-net-worth families and individuals that includes services such as investment management, tax planning, estate planning, and philanthropic activities.
High-net-worth families and individuals who wish to have a comprehensive financial management system are required to file PEPNET - Family Office.
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The purpose of PEPNET - Family Office is to provide a centralized and comprehensive approach to managing the financial affairs of high-net-worth families and individuals.
Information such as investment holdings, income sources, estate plans, tax strategies, and philanthropic activities must be reported on PEPNET - Family Office.
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