The Appeal of the Virtual Family Office

Are you a professional with a CEO mindset who’s looking for more? Are you willing to invest in your business in order to bring more value to your clients and set yourself up for success despite the rocky future that lies ahead for the financial, accounting, or legal industry?

If you are focused on maximizing client value and want to disrupt antiquated ways of thinking, we should talk.

I’m passionate about bringing together like-minded professionals to build a better model for the future of the financial, accounting, and legal sector, and produce more value for businesses and clients alike.

One way to do this is through something called the Virtual Family Office, a first-of-its-kind model based on collaboration between financial and tax professionals, resulting in proactive and holistic planning for clients and communities. I’m excited to share that I’m officially launching an email series to explore and discuss this model, called The Appeal of the Virtual Family Office.

Meet Forward Accountancy, the Facilitator of The Appeal of the Virtual Family Office

Jennifer moved to Humboldt County in 1975 from Southern California. She has worked in public accounting since 1980 and joined our firm in 2006. Jennifer works primarily in tax preparation for individuals and business entities.

Education
Bachelor of Science Degree in Business Administration, Humboldt State University, 1977
Humboldt State University, completion of courses necessary to sit for the CPA exam

Professional Designation
CPA, licensed in California

Professional and Civic Involvements
Member of the California Society of CPAs
PTA board member since 1998

Community Involvements
Volunteer for school events
Donate baked goods for Soroptimist International of Arcata and other local fundraising events

Created by:

Forward Accountancy

The Virtual Family Office model is client-centric, and works by building up a team of professionals who can provide SO much value that the client will never want to leave. When you opt-in to my email series, The Appeal of the Virtual Family Office, you’ll learn exactly how you can start building up a team of trustworthy professionals that portray you as an unbeatable one-stop-shop.

Discussion will also include an exploration of where the financial industry is headed in the years to come, steps for building and maintaining professional relationships, and a full breakdown of the unique value that a Virtual Family Office can offer.

Ultimately you have two options, go at it alone, or build a team around you. Either you invest your limited resources on figuring out “how” or spending your time discovering “who” can help.

What will you choose?

I Can’t Wait to Share More With You!