Integrated Technology Tools

World Class Technology Stack

We provide a world class technology stack designed to be plug and play for use in your Family Office business.

  • CRM
  • Client Portal
  • Wealth Management Aggregation
  • Compliance Portal
  • Financial Planning Software
  • Risk Management Tool
  • Income Planning Software
  • Cyber Security
  • Project Management Software

and much more...

The Family Office Director is the Evolution of the Tax Professional

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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. 

Build Your Business – Be Part of Our Network

Where Do You Want the Evolution of Your Business to Begin?

Become a Proactive Tax Planner To Help Your Clients Pay Less in Taxes

A full suite of comprehensive tools and resources to put you in the Proactive Tax Planning business.

BASIC

TRY THE FIRST MONTH FOR 99¢
$ 99 Monthly
Sign Up
The first month is only 99¢. Take your time over the first thirty days to explore the benefits of membership. Cancel at any time.

Proven Marketing Content to Grow Your Business Faster

Now that you are a Proactive Tax Planner, we provide you with additional tools and content to get more tax planning clients.

ADVANCED

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$ 599 Monthly
Learn More
Schedule a call to learn more about Advanced membership.

Put Yourself at the Center of Your Client’s Financial World

You are at the intersection of Tax Strategy, Wealth Management, Retirement Planning, Risk Mitigation, and Estate Planning.

FAMILY OFFICE DIRECTOR

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$ 1199 Monthly
Learn More
Schedule a call to learn more about Family Officer Director membership and becoming a Family Office Director.

The Tax Master Guide to Starting and Building Your Proactive Tax Business

The Tax Master Guide to Starting and Building Your Proactive Tax Business is your step-by-step guide to building your business around something clients really want: tax savings! You’ll learn how to use tax savings to identify and attract clients who are ready to commit to doing business now. You’ll discover how to build a value-based brand that emphasizes relationships over transactions. You’ll see how to use specific tax-planning challenges to quantify and communicate the unique value you bring to your clients.

Over 20,000 CPAs, tax professionals, and financial advisors subscribe to The Briefs. Subscribe now to receive expert insight on growing your business, links to the latest Tax Beat and Tax Tactics articles. You will also receive invitations to webinars, events, and special offers. Published weekly.

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Contact Tax Master Network

1-800-588-3893
2501 Ranch Rd 620 S, Ste 110 Lakeway, Texas 78734

© 2024 Financial Gravity Companies, Inc. 

Sign Up for The Briefs

Over 20,000 CPAs, tax professionals, and financial advisors subscribe to The Briefs. Subscribe now to receive expert insight on growing your business, links to the latest Tax Beat and Tax Tactics articles. You will also receive invitations to webinars, events, and special offers. Published weekly.