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Connect with us 1:1 to consider whether the VFO model could make a difference for your business.

Monika Hengesbach

“We had 4 clients that went through
advanced tax strategies, and that added $80,000 of additional revenue to my
business last year.”

Monika Hengesbach

CPA

Why Top Accountants Use the Virtual Family Office Model

  • New revenue streams without added compliance work, supported by a dedicated team that attends client meetings & leads 95% of the Virtual Family Office presentation
  • 75+ vetted specialists across advanced tax planning, wealth management,
    risk mitigation, legal, & business advisory
  • You keep relationship control of every client while our team works as part
    of your firm, not around it

"For many years I heard about high level tax mitigation strategies, but I could never deliver them. Now we can. A Virtual Family Office gives us so much more to offer to clients. And it is a lot of fun to save a client hundreds of thousands of dollars. It just energizes me."

Alan Barber
CPA

"I was attracted to my advisor's plan to tailor to a client's needs versus selling a product."

Ron Elwood
CPA

"In the past it was painful when a client would email and say they have some kind of need that was outside of my tax realm. And so I'm excited to have a team where people can come and I can actually provide that help for them."

Merrill Taylor
CPA