The considerable advantages of single-family offices are now available to those less wealthy in the form of a virtual family office. It’s important to note that there are significant differences between virtual family offices and multi-family offices.
Virtual family offices are much more like single-family offices than multi-family offices. Because of their bespoke nature, virtual family offices are quickly becoming the preferred wealth management and lifestyle solution for ultra-wealthy, hyper-successful entrepreneurs, senior corporate executives and accomplished athletes and entertainers.
For financial professionals who want to excel working with the very successful and wealthy, the answer, increasingly, is being able to provide customized virtual family offices.
This webcast provides key insights and actionable strategies that can translate into new and expanded business. Some of the topics that will be addressed include:
This webinar will not be archived.