Discover how elite CPAs are winning and retaining high value clients by offering a Virtual Family Office (VFO) experience supported by an army of highly-vetted specialists, leading experts, and tax attorneys.
Alex Sonkin, founder of The Due Diligence Project™ and The Virtual Family Office (VFO) Hub™, will share how to go beyond a local referral network and access a global network of thought leaders and peer-reviewed resources to meet the planning needs of successful business owners and ultra-wealthy families.
- Identify how to offer a virtual family office (VFO) experience to your clients.
- Understanding of tax planning for high net worth clients.
Who Should Attend
CPAs who want to learn how to win and retain high value clients by offering a Virtual Family Office (VFO) experience.
- Summit Speaker, Founder of the Due Diligence Project
Alex Sonkin is the founder of The Due Diligence (DDP) Project™ and The Virtual Family Office (VFO) Hub™.
Mr. Sonkin has authored a book, called “The Due Diligence Project™” and has been published in “Money Matters-Volume #2”, both available on Amazon. Alex has been featured in “The Top 100 Innovators & Entrepreneurs Magazine,” quoted in many articles regarding the evolution of the CPA industry, published in “Accounting Today” and has been interviewed on popular radio programs, including “It’s Your Money and Your Life!” Alex also hosts The Due Diligence Project Podcast™.
Highly sought after, Mr. Sonkin has been invited to provide thought leadership throughout the United States, Canada, Germany, Switzerland... Read more
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Date & Time
Tuesday, May 7, 2024
1:00 PM EDT (see additional timezones)
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