Helping Advisors and Accountants Leverage a Virtual Family Office

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Strengthen Advisor-Accountant Partnerships with a VFO

The Virtual Family Office is a game-changer for advisors and accountants. 

For advisors, it’s the key to forming profitable, lasting partnerships with accountants by offering them a broader range of services, making your firm look much larger and stand out from the competition. 


For accountants, the VFO enhances your firm’s capabilities, allowing you to provide comprehensive solutions without the overhead, making you look bigger and more resourceful than other accountants.

Expand Your Services with Our Virtual Family Office

Access a team of 75+ specialists across tax planning, wealth management, legal services, business advisory and risk mitigation to deliver holistic, high-impact solutions to your clients while sharing in the revenue.

Bar graphs showing real results from EliteRT increasing revenue year after year

Experience Real Results, Fast

Start generating new revenue within 45 days* with personalized guidance from your dedicated Client Success Manager

*if you enroll in our Fast Track program.

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Get a Complete Virtual Family Office Marketing System

We help you attract high-net-worth clients with automated, done-for-you marketing.

Our copy and campaigns have been tested with over 1,200 successful advisors.

Our Clients Say It Best

“They have the structure, they have the training, and they gave me the confidence to move forward. I will sell my compliance company and just do the business consulting I’m passionate about.”

Tricia McCullough, CPA, EA, CMA,

Accountant

Ready to start a conversation?

Need more information about how Elite Resource Team can help your firm generate more revenue through partnering with our Virtual Family Office?

Schedule a Call