virtual family office

Explore "virtual family office" with insightful episodes like "Episode 25 - Virtual Family Office - Building a Team to Reach Your Financial Goals", "Setting Up a Virtual Family Office and Portfolio Components", "Family Office Direct Investment Deal Dashboard", "going to cash?" and "Private Investor Investment Portfolio Components" from podcasts like ""Physicians Financial Checkup Podcast", "Family Office Podcast - Private Investor & Investment Insights", "Family Office Podcast - Private Investor & Investment Insights", "Family Office Podcast - Private Investor & Investment Insights" and "Family Office Podcast - Private Investor & Investment Insights"" and more!

Episodes (5)

Episode 25 - Virtual Family Office - Building a Team to Reach Your Financial Goals

Are you a high net worth medical professional looking for a way to simplify your financial life and reach your financial goals? A virtual family office (VFO) may be the right solution for you. 🎯

A VFO is a team of financial experts who work together to provide comprehensive wealth management services to affluent families. VFOs can help you with everything from investment management to estate planning to philanthropic giving.

In this episode of Physicians Financial Checkup, we'll discuss the benefits of working with a VFO and how to choose the right one for your needs. We'll also share tips for building a team of financial advisors who can help you reach your financial goals

For more information check out brentboden.com or the Physicians Financial Checkup podcast for previous episodes.

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Physicians Financial Checkup Podcast

en-usNovember 14, 2023