Stephanie Hughes

Stephanie Hughes, CEO of Wiss Family Office, shares insights on serving ultra-high-net-worth clients. She discusses how her firm integrates wealth, tax, and legal services, enhancing client trust through their accounting firm's reputation. Stephanie highlights the importance of operational systems to manage high-value transactions securely and efficiently. She also touches on using AI for document automation and the significance of strict fraud monitoring measures. Ultimately, she emphasizes the need for seamless communication and team collaboration to serve complex client needs effectively.