VFO Fast Track for Advisors

Leverage a Virtual Family Office with Our Done-With-You Approach

Get Significant New Revenue Streams Beyond AUM & Insurance Within 45 Days

Schedule a Call
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 Get Access to 75+ Specialists

You keep 100% of AUM, financial planning fees, and insurance. Plus new VFO Specialist revenue share!

Just named #43 in Financial Services on the 2025 Inc5000 List (2)

We Use a Done-With-You-Approach

  • We review your existing client list 
  • We identify new revenue opportunities (average $11,232 per client) 
  • You keep 100% of AUM, financial planning fees, and insurance.
  • We then attend your client meetings
  • We handle 95% of the Virtual Family Office (VFO) presentation
  • We help you close VFO deals within 45 days
Unlike traditional Family Offices, a Virtual Family Office provides services to your clients — not just one family. (4)

How Does a Virtual Family Office Work?

Unlike traditional Family Offices, a Virtual Family Office provides services to your clients — not just one family.

Unlike traditional Family Offices, a Virtual Family Office provides services to your clients — not just one family. (2)

Our Team Does the Work
With You 

  • We join your client meetings and handle 95% of the presentation. 
  • We have a 72% close rate when we present together with an advisor. 
  • That means for every 10 clients identified, we close at least 7 of them for you.

 

The Virtual Family Office Model

Get access to 75+ Specialists and share in revenue. You keep 100% of AUM, financial planning fees, and insurance.

And with the VFO Fast Track, we do the work WITH you, helping you reach additional revenue faster!

Virtual Family Office
Risk
Mitigation
Wealth
Management
Legal
Services
Business
Advisory
Tax
Planning
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See An Inside Look at Our
VFO Fast Track Program

Discover if this special done-with-you program would be a good fit for your advising business.

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Ready to Learn More?

Want to get more information about how Elite Resource Team can help your firm generate significant new revenue streams beyond AUM, financial planning & insurance within 45 days?

Schedule a Call