{"id":121535,"date":"2024-01-15t12:30:59","date_gmt":"2024-01-15t17:30:59","guid":{"rendered":"\/\/www.g005e.com\/?p=121535"},"modified":"2024-08-29t23:54:05","modified_gmt":"2024-08-30t03:54:05","slug":"how-a-virtual-family-office-can-serve-your-wealthy-clients","status":"publish","type":"post","link":"\/\/www.g005e.com\/2024\/01\/15\/how-a-virtual-family-office-can-serve-your-wealthy-clients\/","title":{"rendered":"how a virtual family office can serve your wealthy clients"},"content":{"rendered":"

\"\"<\/strong><\/p>\n

it comes down to financial security.<\/strong><\/p>\n

by anthony glomski<\/i><\/p>\n

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

more: <\/b>there\u2019s more to giving than tax implications<\/a> | see your client to a graceful exit<\/a> | check tax effects before liquifying<\/a> | why you should function as a fiduciary<\/a> | your entrepreneurs need advice, but which kind?<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

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.
\n read more →<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\"\"<\/strong><\/p>\n

it comes down to financial security.<\/strong><\/p>\n

by anthony glomski<\/i><\/p>\n

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

\n

more: <\/b>there\u2019s more to giving than tax implications<\/a> | see your client to a graceful exit<\/a> | check tax effects before liquifying<\/a> | why you should function as a fiduciary<\/a> | your entrepreneurs need advice, but which kind?<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n

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.
\n read more →<\/a><\/p>\n","protected":false},"author":3122,"featured_media":101117,"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":"129943,133566,129835,134948,130682,133578","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3120,3002,3139],"tags":[],"class_list":["post-121535","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-member-exclusive","category-special","category-wealth","membership-content","access-restricted"],"acf":[],"yoast_head":"\nhow a virtual family office can serve your wealthy clients - 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