As an advisor, have you ever considered installing a Virtual Family Office? By the way, there's a reason we use the word "install" instead of "learn" or "join" or "sign up for."
Installing something requires a bit of effort upfront—but once it's in place, it just works. Think about the things in life that required some initial setup but now make everything easier:
The pattern is the same: short-term installation, long-term ease.
That's exactly what happens when you install a Virtual Family Office. There's a brief onboarding period where you get oriented and identify your first opportunities. But very quickly, you have a system running behind the scenes—specialists being matched to client needs, meetings being facilitated, fees being collected—while you stay in the room doing what you do best: being the trusted advisor.
The difference between "learning a new program" and "installing a VFO" is the difference between watching YouTube videos about dishwashers and actually having one in your kitchen.
So what does the installation process actually look like? Here's what to expect in your first 45 days.
It's Not About Learning—It's About Doing
The biggest complaint advisors have about training programs? "It takes too long." They sit through weeks of content, take notes, and then...nothing changes, because the learning never translates into action.
The Virtual Family Office (VFO) Fast Track was built to solve that problem. Elite Resource Team took over 90 hours of training material developed over 11 years and distilled it down to 3.5 hours of the most effective, most current content. That's everything you need to know to offer a Virtual Family Office value proposition to your advising clients.
But here's what makes it different: you don't just get taught —we do it with you. From day one, you're not alone. You get access to a dedicated team that handles 95% of the work in client and prospect meetings. Think about that for a moment: you're not learning how to present a VFO—we present it for you.
We tell you exactly what to say to set up the meeting. We tell you exactly how to introduce us as part of your team. Then you hand the baton to us and we run the meeting.
We present the Virtual Family Office. We walk through the VFO analysis. We present the fees. We handle the objections. That's what "done-with-you" actually means.
Meet the VFO Team Working Behind the Scenes
When you want to install a VFO, you want more than just getting access to training—you want to leverage half a million dollars worth of payroll. Here's who's working for you:
Proactive Facilitator
This team member attends your prospect and client meetings, presents the VFO value proposition, and facilitates the entire conversation. They take clients through the process and identify exactly where they need help.
VFO Liaison
As opportunities are identified across the five planning areas, the VFO Liaison connects you and your clients with the right specialists from a team of 75+ professionals. Every specialist has been vetted. We endorse all of them so you're always working with the best.
In-House CPA
Tax planning comes up in about 70% of VFO engagements. When it does, our in-house CPA reviews the client's exact tax situation, identifies the optimal tax planning strategies, and leads them through the process. No guesswork, no referrals to outside accountants who may or may not follow through.
Proactive Coordinator
This is the person making sure nothing falls through the cracks. They work behind the scenes coordinating meetings, tracking progress, and ensuring that every action item gets completed. While the client experiences simplicity, there's complex coordination happening in the background—and the Proactive Coordinator keeps it all running.
What You Keep, What We Split
One of the first questions advisors ask is about economics. Here's how it works: You keep 100% of assets under management revenue. You keep 100% of financial planning fees. You keep 100% of life insurance commissions. We're not an RIA. We're not a broker-dealer. We're not an IMO.
What we split is the new revenue we create together—Virtual Family Office specialist fees, tax planning fees, and similar services. Only new revenue. You keep 100% of the traditional revenue you've always earned.
The average new revenue per client that goes to the advisor? $11,232. That's on top of any additional AUM, financial planning fees, or insurance business that comes from the relationship.
Most programs are built around a learning curve. You learn, then you practice, then you eventually get good enough to close business. That takes months—sometimes years.
Installing a VFO now compresses that timeline because we're not asking you to become an expert. We're asking you to identify clients who could benefit from advanced planning—and then let us do the rest.
From a staff perspective and bandwidth perspective, there's very little upfront work on your end. We do the heavy lifting. You stay in front of your clients as the trusted advisor. We handle the complexity behind the scenes.
That's why advisors can generate revenue in 45 days—not 45 weeks.
The VFO Time Commitment
We recommend planning on 2-4 hours per week. The more time you invest, the faster you'll see results—but this isn't a program that requires you to rebuild your entire practice. It's designed to layer on top of what you're already doing.
You already have clients. You already have relationships with business owners, high-income professionals, and families with complex financial situations. A VFO gives you the infrastructure to serve them better—without hiring staff, without becoming an expert in tax law, and without spending months in training.
What About Compliance?
This is one of the most common concerns—especially for advisors at larger firms. We've worked with advisors from the most lenient independent firms to the most restrictive broker-dealers and RIAs.
Sometimes there are limitations on specific activities, but we have pre-written letters you can send to your compliance team. We've been through this process hundreds of times.
Even if your compliance team restricts revenue sharing with VFO specialists, that's just icing on the cake. Your main objective is the client relationships and, often, the CPA partnerships. There are multiple ways to benefit from VFO business regardless of your firm's policies.
When our team gets in front of 10 clients, we close over 7 of them. A 72% close rate. That's not marketing speak—that's the actual conversion rate when we present alongside advisors.
Why so high? Because by the time we're in a meeting, we're sitting across from someone who already trusts their advisor. We're not cold-calling. We're not overcoming skepticism about whether financial planning works. We're showing a trusted client how to get better outcomes across their entire financial life. That's a very different conversation than most sales situations.
Getting Started with Installing a VFO
Remember the dishwasher. Remember the password manager. Remember every system you've ever installed that made you wonder how you lived without it.
The initial setup wasn't the hard part—the hard part was all those years of doing things the old way. Installing a VFO works the same way. A short onboarding period. A team that handles the complexity. And then a system that runs behind the scenes while you focus on your clients.
Start exploring here. We'll answer any questions you have about how a VFO works, what kind of clients are the best fit, and what you can realistically expect in your first 45 days.
Consider this: forty-five days from now, you'll either have a Virtual Family Office installed and working for you—or you'll still be metaphorically standing at the sink, washing dishes by hand—meaning you’ll still be dependent on paid leads, dinner seminars, and that year-round marketing hamster wheel.