Amazon Bestselling Author
The Virtual Family Office Advantage
From Siloed Advice to Team-Based Planning
Dale Montgomery wrote this book for successful business owners and affluent families who have good advisors but lack coordination among them.
Inside the Book
Three Questions It Answers
01
What is a Virtual Family Office?
A coordinated team of specialists, similar to the family offices traditionally used by the ultrawealthy, made available to successful business owners and affluent families without requiring them to hire and manage an entire team.
02
What gets missed when advice remains siloed?
When tax, legal, business, risk, and wealth decisions are handled separately, important opportunities get missed and one decision can work against another.
03
What changes when one coordinated team sees the complete picture?
Gaps and opportunities become easier to see, strategies begin working together, and planning moves beyond conversation and gets implemented.
Digital
Paperback
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