Webcast
Overview
Title: Creating A Virtual Family Office Practice
Date: Tuesday, March 24, 2020
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour
Registration: $29.95 USD per attendee
Summary
The considerable advantages of single-family offices are now available to those less wealthy in the form of a virtual family office. It’s important to note that there are significant differences between virtual family offices and multi-family offices.
Virtual family offices are much more like single-family offices than multi-family offices. Because of their bespoke nature, virtual family offices are quickly becoming the preferred wealth management and lifestyle solution for ultra-wealthy, hyper-successful entrepreneurs, senior corporate executives and accomplished athletes and entertainers.
For financial professionals who want to excel working with the very successful and wealthy, the answer, increasingly, is being able to provide customized virtual family offices.
This webcast provides key insights and actionable strategies that can translate into new and expanded business. Some of the topics that will be addressed include:
• How to determine the parameters of a virtual family office for any client
• The three drivers of high-performing virtual family offices
• How to position the concept of a virtual family office
• What it takes to structure a cohesive team
• The role of stress-testing in building a virtual family office practice
This webcast will not be archived.
Speakers
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Russ Alan Prince is one of the leading authorities within the private wealth industry. He regularly consults to the super-rich, single-family offices, and driven entrepreneurs. He is author of over 60 books including Your Optimal Financial World: How Driven Entrepreneurs Can Benefit from High-Performing Virtual Family Offices.
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