“I started working with CPA firms and law firms and realized that there's a huge disconnect out there, and the same thing is happening with family offices. As a result, we figured out how to become that connection point and how to bridge the gap between the best firms in the country and then the best tax attorneys, the best specialists, and the best resources out there.” - Alex Sonkin
The finer details of this episode:
- Services provided by Virtual Family Office, including tax elimination and cost-reduction strategies
- Introduction to the Virtual Family Office model and its benefits for accessing global resources
- Discussion on the challenges of navigating the tax code and the disconnect between top CPA firms and tax strategies
- How CPAs with specialized tax knowledge differentiate themselves from other players in the financial service industry
Episode resources:
