Move Upmarket with a Virtual Family Office

Save your seat at our latest webinar hosted by CEG Worldwide with industry expert John Bowen.

Date: March 19, 2020
Time: 11:00 a.m. PT/2:00 p.m. ET

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.

As a successful advisor, you probably already realize the power of the single-family office for the ultra-wealthy. But there is now 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 attract a consistent pipeline of wealthy clients.

Establishing a successful virtual family office can supply you with more assets under management, even more wealthy clients and a substantial competitive edge.  This approach also often means greater client satisfaction, deeper client relationships and higher client retention.

With all this in mind, I would like to invite you to our next exclusive webinar.

It’s titled Move Upmarket with a Virtual Family Office.

Based on our research, there is now more wealth and there are more wealthy individuals than ever before. This creates a high demand for a family office experience that addresses a broad range of issues, both financial and nonfinancial.

And today’s technology allows you to build a virtual family office to meet that demand and draw in wealthy clients that would otherwise be difficult to source.

This provides a tremendous opportunity for you as an already successful advisor to build up your practice even more.

So if you’re ready to move upmarket with the power of your own virtual family office, be sure to register for this webinar.

Just fill out the form and click the button to register now.