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.
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.
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