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]