VIRTUAL FAMILY OFFICE STRUCTURE FOR YOUR WEALTH MANAGEMENT OR INSURANCE PRACTICE

The best way to attract high net worth clients and actually get sophisticated planning done is to work with an elite team of tax, financial, and legal professionals.
That type of team can be structured in countless ways, but we've found the best way that works for us is to have the CPA & Advisor form a "Proactive Planning Team" & leverage the expertise of a virtual family office.
This combination of proactive planning & team expertise creates the best end results for the client while leveraging the different professionals' time. And that is why we call it a win/win/win :)
If you liked this video, you may also want to check out: • FAMILY OFFICE EXPERIENCE
Also, if you'd like to take us up on a free 45-minute strategy session to understand how this concept could be implemented in your business, click this link: go.oncehub.com/schedule-a-call

[@theraymondsjolseth]

Fantastic video!

[@EliteResourceTeam]

Thank you! Appreciate the feedback.

[@purelightcapital4964]

Thank you for creating this video! This concept makes perfect sense. I have been networking with other professionals with the intention of creating a team like this but I have yet to meet people who see the value in doing business this way. I'd absolutely love to meet other professionals who understand this and are willing to do it.

[@EliteResourceTeam]

Thanks for that comment Pure Light Capital! Yes there certainly are other professionals who understand this and are willing to do it! We have a community of over 1,000 advisors and CPAs and it's growing strong. Let us know if we can help in any way.

[@alexnunez1971]

Great video! Thanks for breaking things down.

[@EliteResourceTeam]

My pleasure Alex. Thanks for the comment! Let me know if there's any aspect of the video you'd like to see another video on in more detail.