EVENT: Elite Advisor Virtual Summit
DATE: November 13, 2018
PACIFIC TIME: 9:00 A.M. – 12:30 P.M.
EASTERN TIME: 12:00 P.M. – 3:30 P.M.
RESERVE YOUR SEAT TODAY
For decades, ultra-wealthy families have relied on single-family offices to manage all of their financial—and very often, nonfinancial—affairs under one roof.
But now there is a growing demand for family office-type services among wealthy clients in the $5 million or more of investable assets range. In response, some financial advisors are adopting a virtual family office approach that enables them to deliver family office services cost-effectively and as needed to these affluent clients.
Establishing a successful virtual family office can deliver enormous benefits to your practice, including higher revenues, additional wealthy clients, more opportunities for new business and a substantial competitive edge. And this approach often means greater client satisfaction, deeper client relationships and higher client retention.
Join us for our next Elite Advisor Virtual Summit, The Emerging Power of the Virtual Family Office and discover how to tap the growing potential of the virtual model for attracting and serving wealthy clients. Click here to see your panel of experts and to register.