The Family Office Blueprint: Elevate Your Advisory Firm

This exclusive workshop is designed for Tax, CFO, Wealth, and Financial Advisors who are ready to elevate their practices and break through growth barriers. Attendees will gain insights on structuring their advisory firms like a family office, attracting high-net-worth clients, and navigating the often complex family office landscape. The session will also cover innovative growth strategies, including roll-ups, to help advisors scale their businesses effectively. This hands-on event will equip advisors with the tools and knowledge to expand their client base, increase revenue, and operate with the sophistication of a family office. If you’re ready to take your advisory firm to new heights, this is the workshop for you!

Host or Publisher Puja Sohi