Virtual Family Office
Elite VFO Specialists
View our team of 75+ specialists
What is a Virtual Family Office?
Give holistic planning advice
VFO vs. MFO vs. FO
An economical approach to a family office
Become VFO Certified
Gain credibility as a trusted advisor
Areas of Expertise
Wealth Management
Comprehensive advice beyond the stock market
Tax Planning
Save clients money in taxes
Legal Services
Protect assets, M&A advice, contracts & more
Business Advisory
Improve performance and achieve goals
Risk Mitigation
Be prepared for anything
Programs
For Advisors
Learn to partner with CPAs and leverage a VFO
For Accountants
Learn to leverage a VFO to increase revenue
Featured from blog
How Does a Virtual Family Office Work?
Resources
Blog
Read more about our areas of expertise
Videos
Watch our educational videos
Events
Join our game-changing events
Books
Check out books written by the team
Contact
Get in touch with us
Elite Professionals
Certified Professionals
Listing of VFO Certified Professionals
Accredited Professionals
Listing of VFO Accredited Professionals
Elite Team
See the team behind ERT
Join the largest Virtual Family Office event in the US and learn how to leverage a VFO to expand high-value services for your advisory or accounting firm.
San Diego, CA
Thursday, June 26
7:30 AM
Learn More
Need more information about how Elite Resource Team can help your firm generate more revenue trhough partnering with our Virtual Family Office?
