When your principal says they're thinking about buying a horse, what questions do you need to ask, and what do you need to know?
Jen Shah is a tax director at the CPA and advisory firm Dean Dorton. She specializes in working with equestrian families, and says she's never met a family office that's excited to hear their principals are diving into this unique asset class.
In this conversation, Jen shares what family offices and estate managers should know about horse ownership – from understanding the business to caring for a horse throughout its life. Tune in to hear the differences between managing sport horses and racing horses, the implications for insurance, accounting and care, and how to build a team of experts to properly support an equestrian family.
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The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.