Creating and Managing a Highly Profitable Virtual Family Office | September 9-10 | New York, NY

SEPTEMBER 9 - 10, 2019 • New York, NY

Workshop Agenda

Day One

8:00 – 9:00 am Continental Breakfast


9:00 – 9:15 am Introduction


9:15 – 10:15 am Creating Optimal Financial Worlds for Wealthy Clients

Presenter: Russ Alan Prince

The virtual family office is a customized solution – combining expertise and experience – for each affluent client. It is meaningfully different than a traditional multi-family office. Russ will explain how this approach works, including the three drivers – the human element, the cohesive team and the systematic processes.


10:15 – 10:30 am Break


10:30 am – 12:00 pm Maximizing Client Relationships

Presenter: Russ Alan Prince

A core, underlying concept of the virtual family office is being able to provide an array of high-quality products and services to wealthy clients. This requires having the appropriate platform, coupled with a proven methodology, to connect services and products with needs and wants.


12:00 – 1:30 pm Lunch

Sourcing the Wealthy Through Mastermind Groups

Presenter: Ellie Peters

Increasingly, very successful entrepreneurs are members of mastermind and CEO groups. Ellie will explain the motivation of business owners who join these groups and how advisors can capitalize on this opportunity.


1:30 – 3:00 pm Sophisticated Tax Planning with Financial Products

Presenters: Evan Jehle & Frank W. Seneco

Ways to legitimately mitigate taxes are especially appealing to the wealthy and are proving to be a cornerstone to many virtual family offices. Evan and Frank will discuss a number of powerful strategies with meaningful tax benefits resulting in more assets under management.

Day Two

8:00 – 9:00 am Continental Breakfast


9:00 – 9:15 am Recap


9:15 – 10:45 am How to Be the Expert the Wealthy Want

Presenter: Evan Jehle

It is becoming more essential to be a recognized authority – a thought leader – in order to build an outstanding virtual family office. Evan will explain the two central approaches nearly any professional can use to become the expert the wealthy want.


10:15 – 10:30 am Break


10:45 am – 12:00 pm Street-Smart Networking

Presenter: Russ Alan Prince

Connecting with the wealthy and even more so the ultra-wealthy can be difficult. However, there are systematic ways to create a steady stream of new wealthy clients for virtual family offices. Russ will explain the process for creating a steady steam of new wealthy clients.


12:00 – 1:00 pm The Power of Stress Testing

Presenters: Russ Alan Prince & Ellie Peters

Being able to add significant value even when the wealthy believe they are all taken care of is exceedingly powerful in that it benefits the wealthy and usually converts them into clients. Stress testing is a process – central to virtual family offices – that does just that, and Russ and Ellie will explain stress testing in this session.