US EditionWhy the Virtual Family Office Model Is Reshaping Wealth Management - Tampa Bay Business & Wealth
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Why the Virtual Family Office Model Is Reshaping Wealth Management - Tampa Bay Business & Wealth
When was the last time your wealth manager, CPA, attorney and insurance agent all sat down—together—to talk about you? If you’re like most successful business owners, the answer is probably: never, and independent research supports what you already know. Nearly 90% of wealthy investors want tax planning services, but only about a quarter say they’re getting them. Over 90% are interested in estate planning, yet fewer than a quarter have received …
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