33 minutes | Sep 14, 2020

Family Office Integration with VCFO Services with Michael Frost from Heritage

Quote

“You have four professionals under one roof, so if you can’t genuinely respect and understand everyone’s industry, you are going to have a hard time implementing family services into your office” - Michael Frost 

 

The finer details of this episode 

  • Why bringing in a family office may be a good compliment to what you are doing as a VCFO
  • Where to start with moving towards a family office 
  • The relationship the CPA firm has with the other professionals 
  • How building a family office creates a better client experience 
  • How professionals are able to serve each other within a family office 
  • Best practices for onboarding a client onto a family practice 
  • Questions to ask to determine if someone is going to be a successful partner 

 

Episode resources

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