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Learn more about how our Virtual Family Office model gives you access to 75+ specialists who handle everything you can't—and how you can share in the revenue without doing the work.

Jack Branch

“Last year was our best year ever.
We grew by 4x.”

Jack Branch

Financial Advisor

Why Top Advisors Use the Virtual Family Office Model

  • Deliver advanced planning without being the expert—access elite tax, legal, risk, and business growth specialists on demand.
  • Use our proven playbook to confidently lead strategic conversations and close premium engagements.
  • Keep control and revenue by collaborating with CPAs through a structured model—no introductions lost, no commissions needed.

"I've had a 400% increase in revenue since last year."

Michael Simms, MBA, CVB
Financial Advisor

"My revenue, on average, has been about double what it usually is but the most important thing for me is that I'm able to deliver what I really want to deliver for my clients and partners."

Sterling Hirsch
Financial Advisor

"I'm now meeting 3-4 accountants weekly. Elite Resource Team helped me with the right approach."

Joseph Lopresti
Financial Advisor