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