Thanks in large part to technology and the ingenuity of many professionals, virtual family offices are not only in high demand by the ultra-wealthy, but they are also increasingly appropriate for a diverse array of affluent families. People no longer have to be extremely wealthy in order to have the many advantages of a family office.
By creating and managing a virtual family office, financial advisors are now able to deliver greater value to the affluent. At the same time they are incredibly positioned to build very substantial and extremely profitable practices.
This two-day workshop is designed for financial professionals who:
- Want to work with the wealthy, be they affluent or super-rich or anywhere in between.
- Are interested in understanding how to leverage the drivers of virtual family offices to better serve the wealthy.
- Want to maximize their efforts and resources in accessing and working with the wealthy.
- Want to create an extremely profitable practice.
The workshop is an intensive working session, where attendees will leave with actionable strategies and tactics that can translate into greater professional success and greater personal wealth.