Creating and Managing a Highly Profitable Virtual Family Office (New York City) 9-10 Sep 2019
Virtual family offices are now in high demand by the affluent, super-rich, and everyone in between. People no longer need to be ultra-wealthy in order to have the advantage of a family office. Financial advisors, by creating a virtual family office, are now able to offer great value to the affluent; whilst at the same time, building substantial and profitable practices. This is a 2 day workshop designed for professionals in the finance industry who want to: work with the wealthy; maximise their resources and efforts in accessing the wealthy; create a profitable practise; and understand how to better serve the wealthy with a virtual family office. This will be an intensive session, where delegates will leave with tactics and strategies that they can put into action to achieve greater personal wealth and professional success.