Alex Sonkin is the Founder of Virtual Family Office Hub, Fact Pattern Analytics (FPA) and Virtual Family Office Academy. Mr. Sonkin has been focused on building Virtual Family Offices and supercharging Multi-Family Offices around the country, by helping them to differentiate and dominate their competitors.
Working closely with many of the world’s leading Family Office CEOs, CPAs, Tax Attorneys, and specialists who support multi-billion-dollar family offices, Alex created the Certified Virtual Family Office Professional Designation (VFO), that elite CPAs and Family Office professionals can earn by successfully completing the Virtual Family Office Academy.
Mr. Sonkin works closely the VFO Academy Board of Directors in selecting only the very best specialists and thought leaders to become Teaching Professors on the VFO Academy Platform.
Mr. Sonkin also works closely with VFO Hub Facilitators and Fact Pattern Analytics ™ Senior Analysts in analyzing complex fact patterns, while ensuring that the appropriate Best-In-Class ™ Specialists are chosen in designing the perfect solution(s) for each specific set of challenges. Alex has been quoted in a number of articles regarding the evolution of the CPA industry published in “Accounting Today” and has been interviewed on popular radio programs, including “It’s Your Money and Your Life!”
Since 1994, Mr. Sonkin’s work has focused on optimizing financial portfolios, while mitigating risk and taxes.
Highly sought after, Mr. Sonkin has been invited to provide thought leadership throughout the United States, Canada, Germany, Switzerland, United Arab Emirates, and Norway. Mr. Sonkin began his career as a derivatives (options) trader and market maker as a member of the Chicago Board of Trade (CBOT), Chicago Mercantile Exchange (CME), and the Chicago Board of Options Exchange (CBOE).
Mr. Sonkin is a partner in San Diego Social Venture Partners, and actively supports a number of other charitable organizations around the country. Mr. Sonkin lives in San Diego with his wife Jola and their four children. Mr. Sonkin is a graduate of University of Michigan Business School, in Ann Arbor, where he received a Degree in Finance and the Branstrom Award, a prestigious designation assigned to the top 5% of each graduating class.
Richard Musico is a Family Office Best Practices Thought Leader, NY Times Best Selling Author, a VFO/CPA with an estate/gift/trust background. Richard manages a Multi-Family Office for a number of families with a minimum net worth of $300 million; assisting them with Wealth Transfer Planning, Income Tax Mitigation, Family Collaboration, and Governance. He also works closely with VFO Hub Members who desire to deliver a maximum value and a world-class experience to high net worth families. Here, Richard collaborates in the development and offering of value-added, forward-looking services that greatly improve the lives of wealthy clients, and he increases the profitability of CPA firms that seek to differentiate themselves from compliance-based firms.
Richard speaks frequently on the topics of Family Governance, Professional Collaboration, Business Succession Planning and “The CPA Firm of the Future.” He also hosts a weekly radio show “It’s Your Money and Your Life!” (iymoney.com).
He is the Founder of the “Move Your Feet Before You Eat” Foundation and the Oceanside Turkey Trot (osideturkeytrot.com). If you think you had a lot of people over for Thanksgiving, Richard hosted 15,000 people last Thanksgiving morning in downtown Oceanside. For fun, Richard is a long-distance endurance runner, having completed several Boston Marathons.
Carl Sheeler, Ph.D., ASA is a leading specialist and favorite resource of elite Single and Multi-Family Offices around the country.
Cal has been serving ultra-high net worth, family businesses/offices, PE/VC, midmarket and early-stage company founders and executives, as well as their trusted advisors in benchmarking, creating, and defending equity value for tax, transfer, transaction and dispute purposes. Specialties include quantifying risks and investor concessions associated with lack of control and illiquidity impairments as well as specific factors of concentrated risk that when reduced significantly enhance pricing multiples. Industries include, but are not limited to defense contractors, manufacturing, construction, professional/business services and intellectual property. Currently authoring John Wiley & Son book: Value Creation.
Carl has conducted over 1,000 business and business interests valuations and discounting for estate/gift tax, litigation, and/or transfer purposes. Court and IRS qualified having testified in over 160 matters. Have contributed over three dozen published articles on valuation/litigation topics, and guest lecturer on valuation and privatization of State Owned Enterprises in PRC. Authored valuation chapters for the California and New York Bar as well as the AICPA. Leading Worth Magazine Advisor vetted by Investor WatchDog.
Wesley Sierk is a dynamic thought leader and specialist who supports VFOs/CPAs who serve ultra-high net worth families.
Wesley Sierk is the President and Lead Strategist for Risk Management Advisors, Inc. Wesley is an expert in asset protection, executive compensation, alternative risk transfer and captive insurance companies. He has over 15 years helping highly profitable, closely held businesses limit their risk exposure and taxes through qualified plan structures, onshore and off-shore entities, and trust arrangements. He is the author of Taken Captive – a guide to captive insurance companies to business owners and You Can Make It, But Can You Keep It? – a book for high net worth clients on how to protect their assets from litigation, taxes and bad advisors.
Wesley is a frequent speaker to industry associations as well as law and CPA firms on asset protection and how ordinary businesses can escape the hard/soft market of insurance by creating their own insurance companies. He has been interviewed by many national publications for his insight on insurance. He currently serves as an advisor to two committees of the United States Congress for issues that affect the financial well-being of entrepreneurs and their businesses.
Roy Farmer is a dynamic specialist and thought leader who supports many elite Family Offices, VFOs, and CPAs around the country.
Roy is a Managing Director of BTA, Inc. His responsibilities include business development, corporate reorganization, and ﬁnance, succession planning, consulting & ESOP implementation.
Mr. Farmer began his career working for an Investment Banking ﬁ rm where he held several positions including Vice President, Sr. Vice President and President. He was the President of the ﬁ rm’s NASD Broker-Dealer and President of their Specialized Investment Company.
Following this investment banking work, Mr. Farmer has also been an entrepreneur. He has started and managed several businesses, some from start-up, and has been an advisor to many others. He started one company and sold it privately, and then served as the CEO/COO of a mid-stage company that he recapitalized, grew and eventually sold to a joint venture partner that made a multi-million dollar investment. He then founded a company that grew to seven ofﬁces in ﬁve states, with 200 employees and $20 million in sales. He later took the company public and became the CEO of the public holding company and Board Chairmen. He has also served on the Board of Directors of several companies.
Mr. Farmer has been active in the ESOP community since 1999 and has worked on well over 100 transactions. During the last four years he has worked with companies over $1.4 billion in value, with 389 stockholders and over 6,000 employees. A graduate from American River College and Brigham Young University with degrees in Business and Business Administration, and graduate studies at Pepperdine University, Mr. Farmer has also been actively involved in the ﬁnancial industry since the mid 70’s. Mr. Farmer is a member of the ESOP Association and the National Center for Employee Ownership. He is currently on the Board of Directors for a defense contractor and an oil ﬁeld services company.