Client Engagements

CPA Extends His Services for Family Offices

A client with a net worth of $85M was forced to manage relationships with his CPA, Financial Advisors, Attorneys, CFO, Bookkeeper as well as run the family business and also have time for his family and other interests. He was ignored by traditional Family Offices, because he only had $6M of liquid assets, and the…
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CPA Reduces Client’s Tax Liability

A leading CPA who had engaged VFO Hub to provide Virtual Family Office services to his best clients had a client who was paying $2.5M in taxes on $8M of net income. This client wanted to reduce taxes, protect his estate, and keep his best employees from leaving to join a competitor. Fact Pattern Analytics…
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VFO Hub CPA Lands $300M Client

A VFO leader who was trying to engage with a client earning $300M per year, that had a number of complex issues that were not being addressed by their current CPA and planning team. After engaging with VFO Hub, we were able to prepare him for this meeting and arm him with the conversational scripts,…
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