Podcast Episode 2 — How to Work With a Family Office Without Paying the High Fees

Are you a business owner who would benefit from working with a family office but can’t afford its typically high fees?

In this episode, Matt DiFrancesco outlines what makes the virtual family office a cost-effective solution for business owners who want a one-stop point of contact for all of their life, financial, and business concerns. Matt also gives you a preview of his five-step planning process for business owners.

In this episode, you’ll learn:

  • What the differences are between a traditional and virtual family office
  • How Matt utilizes his network of connections to help his clients
  • What some of the benefits are to working with a virtual office
  • And more!

Tune in now to learn about the benefits of working with a virtual family office.

 

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