Amy Beahm

In this discussion, Amy Beahm, a wealth planning professional with expertise in family offices, sheds light on the essential role of controllers. She distinguishes between single and multi-family offices, revealing the unique challenges of financial reporting and tech implementation. Amy emphasizes the necessity for transparency and tailored reporting to meet diverse family preferences. The conversation also touches on the evolving responsibilities of controllers, including tax coordination and investment administration, highlighting the growing skills needed in this dynamic field.