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at our Master Class hosted by CEG Worldwide CEO and FA Magazine with industry experts Russ Alan Prince and Founder John Bowen.
Move Up Market with a Virtual Family Office
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. However, the cost for this depth of service put it out of reach for all but the most affluent.
But now there is a growing demand for family office-type services among less-affluent clients. In response, some financial advisors are adopting a virtual family office approach. This enables them to deliver family office services cost-effectively and as needed to their 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.
Register now for this complimentary webcast at 2:00 p.m. ET on Thursday, March 22.
Financial professionals can ask questions during this live webcast.