{"id":104700,"date":"2022-11-14t12:13:56","date_gmt":"2022-11-14t17:13:56","guid":{"rendered":"\/\/www.g005e.com\/?p=104700"},"modified":"2024-08-07t23:10:16","modified_gmt":"2024-08-08t03:10:16","slug":"from-single-to-virtual-family-office","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/11\/14\/from-single-to-virtual-family-office\/","title":{"rendered":"why a virtual family office? why now?"},"content":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-101117 size-large\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/08\/glomski_advicehierarchy-849x547.png\" alt=\"diagram\" width=\"849\" height=\"547\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/08\/glomski_advicehierarchy-849x547.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/08\/glomski_advicehierarchy-300x193.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/08\/glomski_advicehierarchy-600x387.png 600w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/08\/glomski_advicehierarchy-424x273.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/08\/glomski_advicehierarchy-768x495.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/08\/glomski_advicehierarchy.png 1004w\" sizes=\"(max-width: 849px) 100vw, 849px\" \/>how complex is your client\u2019s financial security?<\/strong><\/p>\n<p><i>by anthony glomski<\/i><\/p>\n<p>uberwealthy families like the vanderbilts, morgans and rockefellers realized several centuries ago that managing all of their vast wealth and resources was extremely difficult. sure, they had scores of advisors working exclusively for their families. still, when each of those advisors was toiling away in their silo, there was no coordination of their efforts and lots of waste and inefficiency.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2022\/11\/07\/maximize-your-clients-charitable-giving\/\">maximize your client\u2019s charitable giving<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/31\/plan-for-your-client-to-exit-their-business\/\">plan for your client to exit their business<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/10\/enhance-wealth-by-mitigating-taxes\/\">enhance wealth by mitigating taxes<\/a> | <a href=\"\/\/www.g005e.com\/2022\/09\/20\/drive-long-term-wealth-with-asset-allocation\/\">what clients need to know<\/a> | <a href=\"\/\/www.g005e.com\/2022\/08\/22\/what-level-of-advice-do-entrepreneurs-need\/\">what level of advice do entrepreneurs need?<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2022\/11\/14\/from-single-to-virtual-family-office\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>so, they established formal office headquarters where all financial experts working on their behalf could meet in one place to make it easier to oversee and coordinate everything important to the extended family \u2013 their taxes, asset protection, wealth transfer, and their legacy planning, etc.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2022\/11\/14\/from-single-to-virtual-family-office\/#more-104700\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2022%2f11%2f14%2ffrom-single-to-virtual-family-office%2f&amp;t=why+a+virtual+family+office%3f+why+now%3f'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  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title=\"email this: why a virtual family office? why now? \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-101117 size-large\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/08\/glomski_advicehierarchy-849x547.png\" alt=\"diagram\" width=\"849\" height=\"547\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/08\/glomski_advicehierarchy-849x547.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/08\/glomski_advicehierarchy-300x193.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/08\/glomski_advicehierarchy-600x387.png 600w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/08\/glomski_advicehierarchy-424x273.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/08\/glomski_advicehierarchy-768x495.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/08\/glomski_advicehierarchy.png 1004w\" sizes=\"(max-width: 849px) 100vw, 849px\" \/>how complex is your client\u2019s financial security?<\/strong><\/p>\n<p><i>by anthony glomski<\/i><\/p>\n<p>uberwealthy families like the vanderbilts, morgans and rockefellers realized several centuries ago that managing all of their vast wealth and resources was extremely difficult. sure, they had scores of advisors working exclusively for their families. still, when each of those advisors was toiling away in their silo, there was no coordination of their efforts and lots of waste and inefficiency.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2022\/11\/07\/maximize-your-clients-charitable-giving\/\">maximize your client\u2019s charitable giving<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/31\/plan-for-your-client-to-exit-their-business\/\">plan for your client to exit their business<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/10\/enhance-wealth-by-mitigating-taxes\/\">enhance wealth by mitigating taxes<\/a> | <a href=\"\/\/www.g005e.com\/2022\/09\/20\/drive-long-term-wealth-with-asset-allocation\/\">what clients need to know<\/a> | <a href=\"\/\/www.g005e.com\/2022\/08\/22\/what-level-of-advice-do-entrepreneurs-need\/\">what level of advice do entrepreneurs need?<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2022\/11\/14\/from-single-to-virtual-family-office\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>so, they established formal office headquarters where all financial experts working on their behalf could meet in one place to make it easier to oversee and coordinate everything important to the extended family \u2013 their taxes, asset protection, wealth transfer, and their legacy planning, etc.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2022\/11\/14\/from-single-to-virtual-family-office\/#more-104700\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap 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this: why a virtual family office? why now? \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":3122,"featured_media":101492,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3120,3002,2246,3139],"tags":[],"class_list":["post-104700","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-member-exclusive","category-special","category-busy-season","category-wealth","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>why a virtual family office? why now? - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2022\/11\/14\/from-single-to-virtual-family-office\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"why a virtual family office? why now? - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2022\/11\/14\/from-single-to-virtual-family-office\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta 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