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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

VFO Fast Track (Advisors)

How Advisors leverage our team to generate revenue in 45 days

VFO Fast Track (Accountants)

How Accountants leverage our team to generate revenue in 45 days

Partnership Fast Track

How Advisors leverage our team to create CPA partnerships

VFO Associate

For Accountants who just want access to our VFO Specialists

Featured from blog

How Does a Virtual Family Office Work?

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Testimonials

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

Schedule a Call

Elite Resource Team Events

Sign up for the  event

The Blueprint to Doubling Your Profit with a Virtual Family Office & CPA Partnerships

This event shows advisors how to build profitable CPA partnerships and sustainable revenue without traditional models or marketing.

Zoom

Thursday, November 6

11:00 AM EST

Learn More

Sign up for the  event

Elite VFO Collective

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 25

7:30 AM

Learn More

Ready to start a conversation?

Need more information about how Elite Resource Team can help your firm generate more revenue trhough partnering with our Virtual Family Office?

Schedule a Call
Go to EliteRT Homepage
Call Elite Resource Team (619) 981-9703
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San Diego, CA 92130
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  • Virtual Family Office

    • Elite VFO Specialists
    • What is a Virtual
      Family Office?
    • VFO vs. MFO vs. FO
  • Areas of Expertise

    • Wealth Management
    • Legal Services
    • Risk Mitigation
    • Tax Planning
    • Business Advisory
  • Elite Professionals

    • Certified Professionals
    • Accredited Professionals
  • Programs

    • For Advisors
    • For Accountants
  • Resources

    • Blog
    • Books
    • Events
    • Videos
    • Team
    • Contact

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