Partner with a Virtual Family Office of 70+ Experts

Why Choose the Elite Virtual Family Office?

Elite Resource Team delivers an effective, time-tested approach that empowers your firm to increase revenue by tapping into our Virtual Family Office team of more than 75 specialists.

Our methodology often starts with pairing you with a Virtual Family Office (VFO) Certified Professional to help you navigate the complexities of working with a VFO and help implement strategies you select for clients.

Our VFO Certified Professionals have completed a 12-month training program, and are well-versed in working with the VFO specialists.

Our Team of VFO Specialists Serve 5 Main Categories

Tax Planning

Tax planning is the process of evaluating a client’s financial circumstances to achieve the highest possible tax efficiency. It includes various strategies aimed at reducing tax obligations.

Wealth Management

Wealth management goes beyond managing investments; it's a holistic approach that covers all aspects of a client's financial life, including personalized financial planning, investment management and estate planning.

Business Advisory

Business advisory services include a broad spectrum of solutions aimed at growing revenue and creating sustainable growth.

Legal Services

Legal services cover a wide spectrum of professional help offered by lawyers to guide individuals, businesses, and organizations through the complexities of the legal system.

Risk Mitigation

Risk mitigation is a proactive approach to recognizing, assessing, and managing potential threats to your financial and personal well-being.

Share in Revenue from VFO Activities

When you work with our team of Virtual Family Office specialists, you not only are helping your clients create more wealth through tax savings, business optimization, insurance and investments, but you also share in the revenue generated from those activities, which helps your firm grow faster.

Schedule a Call

Two Options for Accountants Working with Our VFO

Accountants Already Offering Tax Planning

That’s great! You’re already ahead of the game by offering tax planning to your clients.

In addition to the tax planning you’re already doing, we have 20+ tax attorneys, CPAs and niche specialists that go deep on the 80,000+ page IRS code to bring even more strategies and ideas to the table. It’s too much for any one person to be an expert in the entire tax code!

Our Virtual Family Office specialists can help you with more complex tax strategies like the R&D credit or Cash Balance Plans, or even with tax-advantaged investments like Solar Funds or the NMTC.

We also have specialists in wealth management, business advisory, risk mitigation and legal services.

There’s never a shortage of opportunities to present to your clients.

Accountants Not Offering Tax Planning

Not to worry!

We get it. We hear every day from accountants who just want to stick to compliance work, and THAT’S OK!

By partnering with our team of VFO specialists on tax planning, you can ensure your clients are getting expert advice and share in the revenue from any services provided.

The best part…you don’t have to learn a new service to offer!

On top of tax planning, we also have specialists in wealth management, business advisory, risk mitigation and legal services.