Monthly Digital Marketing Campaigns

Designed to Get Results

Integrated with your Family Office website, your Digital Advertising Agency creates monthly lead generation campaigns designed to encourage interest in a larger suite of services.

For example, this is a sample we did in the last tax season. It includes the emails, scripts, what to say, what to do, secure links to upload data, links to set a calendar appointment with you, etc. We create them and deliver them each month to keep you at the top of your prospects’ and clients’ minds.

The front matter of the campaign guide contains able of contents and other relevant information.
Every campaign is diagrammed, and laid out step-by-step.
Campaign emails are made available before a campaign launches. Emails are designed to inform, minimize inbox fatigue, and induce clients to reach out for assistance
Newsletter are made available before publication.

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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