VIRTUAL FAMILY OFFICE STRUCTURE FOR YOUR WEALTH MANAGEMENT OR INSURANCE PRACTICE
January 27, 2022 | By Elite Resource Team
Financial Advisors
The best way to attract high net worth clients and actually get sophisticated planning done is to work with an elite team of tax, financial, and legal professionals.
That type of team can be structured in countless ways, but we've found the best way that works for us is to have the CPA & Advisor form a "Proactive Planning Team" & leverage the expertise of a virtual family office.
This combination of proactive planning & team expertise creates the best end results for the client while leveraging the different professionals' time. And that is why we call it a win/win/win :)
If you liked this video, you may also want to check out: Family Office Experience