Family Office Partner

Dedicated Family Office Partner

We have studied the actions of hundreds of tax professionals on why they fail to thrive in transitioning to a high value business model. The three primary roadblocks were lack of knowledge, lack of experience, and lack of time.

Your dedicated Family Office Partner clears those roadblocks for you, working with our proven systems and infrastructure to partner with you to build your own Family Office.

Family Office Partner Services

  • Weekly Scheduled Coaching Calls
  • Meets with you and your potential family office clients as needed.
  • Helps identify areas to improve your client’s financial situation.
  • Builds a team of professionals around you with expertise in various disciplines.

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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