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Access a Virtual Family Office with 75+ Specialists to Expand Your Services and Share in Revenue!
What to expect from the Elite VFO Community:
- Thorough verification completed on all VFO Specialists
- Access to community reviews and ratings on 75+ VFO Specialists
- Ability to share in revenue from VFO activities
- Increase client satisfaction and stickiness
- Increase client implementation of tax planning strategies
- Additional set of eyes to brainstorm solutions for clients
- Additional set of hands to assist with bandwidth issues
Our Team of 75+ VFO Specialists Serve 5 Main Categories:
- Tax Planning
- Risk Mitigation
- Wealth Management
- Legal Service
- Business Advisory
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