The Largest VFO Event in North America
Elite Virtual Family Office Collective
For Accountants & Advisors to Collaborate and Learn How to Expand High-Value Services
Virtual Tickets Now Available!
Get Virtual Ticket
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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 Accountant or Advisor, 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 Accountant-Advisor 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 Roadmap
Get the exact process you need to seamlessly integrate with an already successful Virtual Family Office.
Expert Panels
Hear from Accountants and Advisors 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.
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Virtual Ticket $195
We recognize not everyone can join us live in San Diego, so we wanted to open up this incredible 2-day experience to Advisors and Accountants around the country with a virtual option.
- 2-Day virtual live access to mainstage sessions
- Comprehensive workbook with each slide presentation
- Recordings of all sessions, including breakout rooms
- Insights from the best VFO Specialists in the country
- CPE credit & CE Credit for EAs
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General Admission Ticket $699
Includes:
- 2-Day event ticket
- Access to Accountant & Advisor 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
- 16 CE Credits for CFPs
- Now Approved CE Credits for EAs
- Happy hour event with VFO Specialists
- The Business Owner's Strategic Playbook—an already done-for-you e-guide lead magnet that you can market to clients with!
Meet Us in San Diego at
The Westin Gaslampp
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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!
Featured Speakers
Anton Anderson
Chief Executive Officer of
Elite Resource Team
Ron J. Baker
Author
Keynote Speaker
Paul Latham
Co-Founder
Elite Resource Team
Darren Sugiyama
Lionsmark Capital
Premium Financed Life Insurance
Heidi Henderson
Engineered Tax Services
Cost Segregation and
R&D Tax Credits
Jena Wilson
Senior Director of
Elite Resource Team
Justin Draplin
Fortified Solar
Renewable Energy Tax Credits
Kyle Fox
The Fox Financial Network
Cinematic Returns
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Deb Snyder
Cultivate Advisors
Increasing Enterprise Value
Ken Smith
Assurance Ally
IMO for VFO Collaboration
Will Foret
Spot Migration
Cyber Security & IT Specialist
Dave Lukas
TaxPlanIQ
TaxPlanIQ Software
Carson Grover
Innovation Advisory Group
Discounted Charitable Donation
Steven Cox
SDP Utah Advisors
Solar Battery In a Box
Todd Lofgren
Alternative Tax Management
Oil & Gas Drilling Fund & QOZ
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Michael Simms
Veracity Advisers
Leveraged Entity Ownership Strategy
Tracy Gapin, MD
Peak Launch
Precision Performance Medicine Expert
Bruce Gendein
McHenry Advisors
Cash Balance Plans
Nic Sasso
Dinsmore & Shohl, LLP
General Corporate Legal Work & Estate Planning
Todd Steinberg
Thrive Financial Group
M&A – Practice Acquisitions & Disposals
Tim Gascy
Elite Resource Team
Advanced Tax Planning Specialist
Jared Yellin
Vestige Capital, LLC
Private Institutional-Grade Currency Trading
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 atmosphere
- 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."
Danny 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
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Gold
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Silver
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Happy Hour Sponsored by
This program offers up to 16.5 Continuing Professional Education (CPE) credits for CPAs.
Delivery Method: Group Live Program Level: Intermediate
Prerequisites: This conference is designed for financial professionals, tax professionals, attorneys, insurance professionals, and other advisors. A general understanding of business, tax, financial, legal, or wealth-planning concepts is beneficial; however, no specific prerequisite knowledge is required. Individual sessions may range from introductory to advanced levels.
Advanced Preparation: None
Field of Study: Specialized Knowledge, Taxes, Personal Development & Information Technology 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
Elite Resource Team IRS CE Provider Number: OUTCR
Up to 7.5 IRS Continuing Education Credits Available
Attendance Verification Required
The Internal Revenue Service does not endorse any particular provider of continuing education.
For educational purposes only. Not intended as tax advice.
CFP® Professionals
CE Sponsor ID Number: 9193
Up to 16 CFP® Continuing Education Credits Available
Attendance Verification Required
Credit will be reported upon successful completion of program requirements
Certificates of Completion will be distributed within 7–10 business days following the event.
