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
The Modern CPA Success Show