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cover of episode The Value of Having a Virtual Family Office

The Value of Having a Virtual Family Office

2022/9/9
logo of podcast iWealth

iWealth

Shownotes Transcript

What is a virtual family office? A Virtual Family Office (“VFO”) consists of a team of professionals who, rather than operate in silos, collaborate to create a seamless and holistic wealth management experience facilitated through a well-defined structure and process.