The Modern CPA Success Show

Family Office Integration with VCFO Services with Michael Frost from Heritage


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Quote

“You have four professionals under one roof, so if you can’t genuinely respect and understand everyone’s industry, you are going to have a hard time implementing family services into your office” - Michael Frost 

 

The finer details of this episode 

  • Why bringing in a family office may be a good compliment to what you are doing as a VCFO
  • Where to start with moving towards a family office 
  • The relationship the CPA firm has with the other professionals 
  • How building a family office creates a better client experience 
  • How professionals are able to serve each other within a family office 
  • Best practices for onboarding a client onto a family practice 
  • Questions to ask to determine if someone is going to be a successful partner 

 

Episode resources

  • Summit CPA website - www.summitcpa.net  
  • Email us with questions - [email protected]   
...more
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The Modern CPA Success ShowBy Summit Virtual CFO by Anders

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