What Advisors Need to Offer a Family Office Experience

November 20, 2020 | By Elite Resource Team
Financial Advisors

Wealth managers, accountants, attorneys, and insurance agents have been reaching out to us at an increasing rate asking for advice on structuring a family office.

A true family office is incredibly complex and expensive to build. However, 99% of clients don't need all of the bells and whistles.

They really need 5 core things. I broke each of those 5 down in this video.