What Is A Virtual Family Office (VFO) [WEALTH MANAGERS, CPAs, ATTORNEYS, INSURANCE AGENTS]
September 16, 2021 | By Elite Resource Team
Financial Advisors
Accountants
What exactly is a “Virtual Family Office”?
The term has become more common (perhaps even “trendy”) in the industry. But what is it really referring to?
In this video, Anton Anderson took a few minutes to break it down.
Typically you’ll find the following professionals on a VFO:
- CPA or EA
- Attorney
- Wealth Manager
- Insurance Agent
- Niche Experts
If you’re looking to explore how a VFO can benefit your business, we’re happy to help. Let’s jump on a strategy session so we can understand a little about your practice and give you a few pointers.