If you want to win Wimbledon, find out what Serena Williams has for breakfast. If you want truly satisfied wealth management clients, emulate the family office model and put tax pros in key positions.

Can Family Offices Ever Democratize Without Tax Professionals?

Certified Public Accountants and Enrolled Agents are in a war...and they're losing that war. The stakes for the tax pro and their clients are sky high. This Podcast is dedicated to the entrepreneurial accountant who wants to guide their clients to a more secure future, and in so doing multiply the value of their businesses.

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Can Family Offices Ever Democratize Without Tax Professionals?

Can Family Offices Ever Democratize Without Tax Professionals?