Family Office Partner Liaison

Dedicated Family Office Partner Liaison

You might not think you have enough time to build a business within your current business. We assign a Family Office Partner Liaison to you that does all of the administrative heavy lifting. The Liaison works closely with your Family Office Partner, and acts as an internal assistant to schedule appointments, gather information, assist with proposals, planning, analysis, and manage your Family Office Infrastructure.

and much more...

The Family Office Director is the Evolution of the Tax Professional

Our Done-For-You, Multi-Family Office Charter provides tax professionals a full complement of family office services for their clients. We provide marketing, operational support and infrastructure.

Basic Features

Basic features are available to all membership levels. Sign up to purchase Basic membership

Advanced Features

Advanced features are available to Advanced and Family Office Director members. Schedule a call to learn more about Advanced membership

Family Office Director Features

Elite features are only available to Elite members. Schedule a call to learn more about becoming a Family Office Director. 

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