How We Help Advisors & Agents Generate Revenue in 45 Days With Our Virtual Family Office

And secure your first profitable CPA partnership within 90 days

 
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We're the Largest Virtual Family Office in North America

  • Average Revenue Share $11,232 Per Client (your share)

  • On Track for 1,200+ Deals in 2025.

  • We close 5-6 Deals Every Single Day

  • Ranked #43 Fastest-Growing Financial Services Company on the 2025 Inc. 5000 List.

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Generate New Revenue
Within 45 Days

  • We attend meetings with you and handle 95% of the presentation
  • Average $11,232 new revenue per client (your share)
  • 72% close rate when we present together
  • Keep 100% of AUM, planning fees, and insurance
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Secure Signed CPA Partnership Agreement Within 90 Days

  • 82% success rate (147 out of 172 CPAs signed agreements)
  • We lead the CPA conversations for you
  • Get 1-2 new client introductions weekly from each CPA partner
  • Near zero ongoing marketing costs once established

Ready to transform your practice?
Join 1,200+ advisors who've already made the switch from the marketing hamster wheel to strategic, leveraged growth.

Watch the video below to see exactly how advisors are closing 7 out of 10 prospects, generating revenue within 45 days, and building sustainable CPA partnerships that eliminate the need for traditional marketing.

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