DIAHANN W. LASSUS QUOTED IN THE PRACTICAL ACCOUNTANT
Diahann W. Lassus, CPA, CFP® practitioner, and President of Lassus Wherley & Associates, P.C. was quoted in the March 2002 issue of The Practical Accountant. The article describes the evolution of Family Office Services as the outgrowth of all the wealth generated in the last century. “Family Offices Come Downtown” discusses how firms are providing a broad level of services to families that would historically not have been available for families with a net worth under $25,000,000. Managing this wealth can require dedicated full-time resources to serve all the financial needs of a single family.
Lassus Wherley & Associates is a wealth management firm with offices in New Providence, New Jersey and Naples, Florida, providing fee-only comprehensive financial services, including financial planning, investment management, tax and family office services. The Lassus Wherley web site is www.lassuswherley.com.