3 Keys To Building a Virtual Family Office for Advisors & Accountants
April 30, 2023 | By Elite Resource Team
Financial Advisors
The term "Virtual Family Office" has become more common since Covid forced the world to go virtual. In this short video, Anton Anderson explains how his company, Elite Resource Team, built a world-class Virtual Family Office over a 9-year period. He shares the step-by-step diligence document they use to onboard experts, outlines the key information to gather, and the best way to show your VFO to prospects and clients.
If you would like a free copy of our due diligence checklist, you can access that here: https://drive.google.com/file/d/1h7uB2dnhGe2yiQW3wfzgJNU2pLyyBN-k/view?usp=sharing