The Preeminent Advisor Audio Podcast

The Growing Demand for Virtual Family Office Services – Episode 15


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“If you build it, they will come.”

No, we’re not suggesting you turn a cornfield into a baseball diamond. But if you want to attract ultra-wealthy clients, you might consider building a virtual family office (VFO).

Our latest research strongly suggests that offering a VFO experience to the right clients will constitute a major growth engine for advisors in the coming years.

Here’s what the affluent have to say about family offices—and what it means to implement a VFO business model in your practice.

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

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The Preeminent Advisor Audio PodcastBy CEG Worldwide and CEG Insights