The Appeal of the Virtual Family Office

Are you a professional with a CEO mindset who’s looking for more? Are you willing to invest in your business in order to bring more value to your clients and set yourself up for success despite the rocky future that lies ahead for the financial, accounting, or legal industry?

If you are focused on maximizing client value and want to disrupt antiquated ways of thinking, we should talk.

I’m passionate about bringing together like-minded professionals to build a better model for the future of the financial, accounting, and legal sector, and produce more value for businesses and clients alike.

One way to do this is through something called the Virtual Family Office, a first-of-its-kind model based on collaboration between financial and tax professionals, resulting in proactive and holistic planning for clients and communities. I’m excited to share that I’m officially launching an email series to explore and discuss this model, called The Appeal of the Virtual Family Office.

Meet Phillip Isan, the Facilitator of The Appeal of the Virtual Family Office

Phillip and his team at PinPoint Planning and Strategic Consulting deliver advanced solutions for CPAs and Attorneys to utilize with their top clients.

CPAs and legal professionals can utilize this collaborative Team-Based Model with Family Office style support and resources to deliver a better outcome and experience for the client compared to the alternatives while retaining full control of the relationship. This instantly elevates the CPA and Legal professional from most trusted advisor to most relevant advisor.

Phillip and his team have a process that ensures attention to detail during consultation, design, implementation review and reporting of advanced market solutions and strategies.

Disciplines include but are not limited to:
• Generational Wealth Management
• Business Advisory
• Tax Planning & Expense Reduction
• Asset Protection & Preservation
• Executive Compensation Plans & Buy Sell Agreements
• Risk Management | Insurance | Captive Programs
• Premium Financed Life Insurance | Private Placement Life Insurance
• Legal
• Transition, Exit and Legacy Planning
• …and more!

Created by:

Phillip Isan

The Virtual Family Office model is client-centric, and works by building up a team of professionals who can provide SO much value that the client will never want to leave. When you opt-in to my email series, The Appeal of the Virtual Family Office, you’ll learn exactly how you can start building up a team of trustworthy professionals that portray you as an unbeatable one-stop-shop.

Discussion will also include an exploration of where the financial industry is headed in the years to come, steps for building and maintaining professional relationships, and a full breakdown of the unique value that a Virtual Family Office can offer.

Ultimately you have two options, go at it alone, or build a team around you. Either you invest your limited resources on figuring out “how” or spending your time discovering “who” can help.

What will you choose?

I Can’t Wait to Share More With You!