If you enjoyed this video, be sure to check out our 10 minute video on how to partner with CPAs
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Different versions of family offices have grown in popularity over the last decade. But what are the different variations, who do they serve, and how are they relevant to you as an advisor?

In this video, Anton Anderson breaks down all the details.

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Also, if you’re looking to leverage a virtual family office to grow your advisory or accounting business, we’d be happy to help. Feel free to schedule a discovery call with us here to see if it’s a good fit:
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