How Advisors and Accountants Use a Virtual Family Office
A Virtual Family Office brings together specialists across tax planning, wealth management, legal services, risk mitigation, and business advisory, all coordinated in one team.
Virtual Family Office value to the table, accountants proactively want
to partner with you.
The 5 Areas of a Virtual Family Office
Our VFO gives you access to vetted Specialists all working as an extension of your firm
Tax Planning
Mitigate for clients income tax, capital gains, estate tax planning, cash balance plans, tax credits, opportunity zones, and more.
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Wealth Management
Help clients with investment accounts, 529s, 401(k)s, real estate, alternative investments, and comprehensive wealth strategies.
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Legal Services
Offer clients estate plans, trusts, wills, entity selection, buy-sell agreements, mergers & acquisitions.
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Risk Mitigation
Protect clients with life insurance, annuities, P&C, captive insurance, and comprehensive risk strategies.
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Business Advisory
Add value to your clients’ businesses with company culture, leadership development, KPIs, business optimization, exit planning.
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Strengthen Advisor-Accountant Partnerships with a VFO
The Virtual Family Office is a game-changer for advisors and accountants.
For advisors, it’s the key to forming profitable, lasting partnerships with accountants by offering them a broader range of services, making your firm look much larger and stand out from the competition.
For accountants, the VFO enhances your firm’s capabilities, allowing you to provide comprehensive solutions without the overhead, making you look bigger and more resourceful than other accountants.
