The Largest VFO Event in North America
Elite Virtual Family Office Collective
For Advisors & Accountants to Collaborate and Learn How to Expand High-Value Services
Register Now
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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.
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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
*Group Discounts for 5 or more seats available.
Email us for more information support@elitert.com
Early Bird - $395
Must reserve before
December 31, 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
- Early-bird e-bonus*
*Register before December 31, 2025 and get an already done-for-you e-guide lead magnet that you can market to clients with!
Regular - $549
Reserve between
Jan 1 - April 30, 2026
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
Late Registration - $699
Reserve between
May 1 - June 7, 2026
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
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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 2026, this is it—get ready to reshape the future of your firm!
More Speakers to be Announced Soon!
Past Speakers Include
Anton Anderson
Chief Executive Officer of
Elite Resource Team
Paul Latham
Elite Resource Team
Executive Partner & Virtual Business Consultant
Jim Duggan
DUGGAN BERTSCH, LLC
Advanced Tax and Estate Planning
Jena Wilson
Senior Director of
Elite Resource Team
Dave Lukas
TaxPlanIQ
TaxPlanIQ Software
Paul McManus
Short Book Formula Publishing Co.
Boutique Publishing Firm
Ted Vergis
Inception Financial
Tax Mitigation Using Solar
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Darren Sugiyama
Lionsmark Capital
Premium Financed Life Insurance
Mark Goodman
Opus Funding Partners
Premium Financing & Funding
Josh Yager
Anodos Law
Trust and Estate Settlement
Colin Bowman
Cultivate Advisors
Small Business Growth & Scaling
Charles Riggs
R&D Advantage
R&D Tax Credits
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Jay Bugg
National Life Group
Indexed Universal Life Insurance
Ben Golden
Golden Tax Relief
Tax Resolution Specialist
Kim Lochridge
Engineered Tax Services
Cost Segregation Specialist
Bruce Gendein
McHenry Advisers
Cash Balance Plans
Derek Spitzer
Higginbotham Captive Insurance
Captive Insurance Specialist
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Steve Pointer
Cantor Fitzgerald
Tax & Event Driven Strategies
Sarah Schariest
Elite Resource Team
Chief Marketing Officer
Sarah Freitas
Elite Resource Team
Member Marketing Associate
Tracy Gapin, MD
Gapin Institute
Health Optimization
Cameron Shank
Lumifi Wealth Strategies
Leveraged Entity Ownership Strategy
Ken Smith
Chief Executive Officer of
Assurance Ally
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
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What Others Are Saying
Being new to this community (starting in April this year), I didn't know if I could make it to this year's conference in San Diego. I wanted to go, but after spending a lot on a seminar system (that didn't work due to people not showing up) I didn't know if it was possible. Stacey Andres suggested I come if at possible and it would definitely be worth it.
Well, he was right. I got to meet a lot of great people at the conference who were so helpful teaching me what this ecosystem of professionals was all about. Talking to other CPAs/accountants, it was great to hear why they are apart of this great community as well.
If you're on the fence about coming next time, just do it if you can. And bring a CPA with you or make sure they have access to the virtual event. They will have that "aha moment."
Dany Knelson
Post-Conference Momentum 🚀
Collective VFO (my VFO OBA) has signed on 4 new client engagements since the VFO Collective event and has scheduled approximately 6 new client meetings with accountant and advisor partners.
We’re energized by the momentum and excited for what’s ahead!
Sterling Hirsch
Wow — the event in San Diego last week was so much more than I ever expected! My wife and I had two amazing days exploring the city, soaking up the sunshine, and enjoying some incredible food… and then the EVENT happened.
And let me tell you — it blew me away.
I’ve never experienced that level of connection and camaraderie at a conference before. The conversations I had during meals with so many inspiring leaders were meaningful, insightful, and energizing.
Here are my two big takeaways:
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I don’t have to know everything. I just need to introduce my clients to the Virtual Family Office and let the experts do what they do best.
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Perfection isn’t required. Progress and connection matter more.
I'm beyond grateful to have been part of it. The bar has officially been raised!
Roy Hall
A Big Thank You to Our Sponsors
Platinum
Gold
Silver
This program offers up to 16 Continuing Professional Education (CPE) credits for CPAs.
Delivery Method: Group Live Program Level: Intermediate Prerequisites/ Advanced Preparation: None
Field of Study: Specialized Knowledge, Taxes, Business Management & Organization NASBA Sponsor ID: 148257
To be eligible for full credit, attendees must: be present for the full duration of each session, participate in interactive engagement (where applicable), complete a course evaluation form
Certificates of Completion will be distributed within 7–10 business days following the event.
For questions regarding program content, CPE credits, refund or complaint policies, please contact us at: support@elitert.com
Elite Resource Team is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
You may contact NASBA through their website at: www.nasbaregistry.org
