The largest VFO event in
North America
For Advisors & Accountants to Collaborate and Learn How to Expand High-Value Services
Register Now
Already working with the Elite VFO?
- Keep up to date with what's new and coming up in the Elite VFO Community.
- Get to know our new VFO Specialists and learn about new opportunities for your clients, and how your firm can profit from them.
- Network with the largest VFO community in the US to ensure your clients have the most comprehensive financial planning available.
.jpeg)
New to the Elite VFO?
Welcome! Are you ready to increase revenue without working more hours?
Whether you are an advisor or accountant, this 2-day event will show you how to leverage a Virtual Family Office and collaborate with other professionals while sharing in the revenue.
We'll show you how to go beyond traditional advisor-accountant partnerships and supercharge your firm with a complete system that allows you to easily branch into 5 service areas that most professionals never offer clients:
- Tax Planning
- Risk Mitigation
- Legal Services
- Wealth Management
- Business Advisory
Why Attend this Event?
VFO Blueprint
Get the exact process you need to seamlessly integrate with an already successful Virtual Family Office.
Expert Panels
Hear from advisors and accountants who are having tremendous success adopting the VFO model, and ask questions live!
VFO Specialist Presentations
Listen to over a dozen top Virtual Family Office specialists sharing their strategies for success.
Networking Opportunities
Connect with like-minded professionals and potential partners from across the country.
Revenue Growth Strategies
Discover how to quickly increase revenue with strategies on how to get high-net-worth clients.
General Admission Ticket Prices
100% Money Back Guarantee. If you attend the full event and don't think it's worth the ticket price, we'll refund you, no questions asked.
*Group Discounts for 5 or more seats available. Email us for more information support@elitert.com.
Regular
$549
Reserve between
Jan 1 - April 30, 2025
Includes:
- 2-Day event ticket
- Access to Advisor & Accountant success panels
- Insights from the best VFO specialists in the country
- Comprehensive workbook and all slide presentations
- Daily breakfast and lunch
- 16 CPE credits for CPAs
- Happy hour event with VFO specialists
- Special Registration Bonus
*Register before April 30th, 2025 and get an already done-for-you e-guide lead magnet that you can market to clients with!
Late Registration
$699
Reserve between
May 1 - June 21, 2025
Includes:
- 2-Day event ticket
- Access to Advisor & Accountant success panels
- Insights from the best VFO specialists in the country
- Comprehensive workbook and all slide presentations
- Daily breakfast and lunch
- 16 CPE credits for CPAs
- Happy hour event with VFO specialists
Meet Us in San Diego at
The Westin Gaslamp
.jpeg)
The Largest VFO Conference in North America
Virtual Family Offices are reshaping how high-net-worth clients do business. This is your chance to stay ahead of the curve and position your practice for exponential growth.
Our goal is to supply your firm with everything you need to work with a VFO and share in the revenue.
If you attend one event in 2025, this is it—get ready to reshape the future of your firm!
More Speakers to be Announced Soon!
Meet the Speakers
Anton Anderson
Chief Executive Officer of
Elite Resource Team
Dr. Jackie Meyer
TaxPlanIQ
Accountant Thought Leader
Jim Duggan
DUGGAN BERTSCH, LLC
Advanced Tax and Estate Planning
.png)
Jena Wilson
Senior Director of
Elite Resource Team
Dave Lukas
TaxPlanIQ
TaxPlanIQ Software
Paul McManus
Short Book Formula Publishing Co.
Boutique Publishing Firm
Jesse Raynes
Inception Financial
Tax Mitigation Using Solar
Darren Sugiyama
Lionsmark Capital
Premium Financed Life Insurance
Josh Yager
Anodos Law
Trust and Estate Settlement
Ben Golden
Golden Tax Relief
Tax Resolution Specialist
Kim Lochridge
Engineered Tax Services
Cost Segregation Specialist
Colin Bowman
Cultivate Advisors
Small Business Growth & Scaling
.png)
Jay Bugg
National Life Group
Indexed Universal Life Insurance
Derek Spitzer
Higginbotham Captive Insurance
Captive Insurance Specialist
Charles Riggs
R&D Advantage
R&D Tax Credits
Bruce Gendein
McHenry Advisers
Cash Balance Plans
Snag Your Spot!
This event will sell out, so register today to secure your spot.
The Elite Virtual Family Office Collective is a perfect chance to develop yourself professionally (write it off as a tax deduction) and network with potential business partners.
You may want to even extend your trip a day or two to enjoy downtown San Diego and nearby attractions that include:
- The picturesque San Diego waterfront
- Boutique shops and art galleries near the hotel
- Street performers and artists often add to the area's lively atmostphere
- You'll be near Little Italy, SeaWorld, and the Gas Lamp District
- Within walking distance of Petco Park for major league baseball
- The world-famous San Diego Zoo
What Others Are Saying
“This event has been a transformative experience for me with amazing new insights into advanced planning and how to grow my practice.”
.png)
Eric Runge
“Well worth it! The event focused on ways to actually work better with my clients rather than just the technical codes.”
.png)
Jacob Lincoln, CPA
“This conference really opened my eyes. The conversations between meetings, the spontaneous questions we could ask others and the relationships we develop can last a lifetime.”
.png)
Paavan Kotini
A Bit Thank You to Our Sponsors
Platinum
.png)
.png)
.png)
Gold
%20%20(1).png)
.png)
