Quote“You have four professionals under one roof, so if you can’t genuinely respect and understand everyone’s industry, you are going to have a hard time implementing family services into your office” - Michael Frost  The finer details of this episode Why bringing in a family office may be a good compliment to what you are doing as a VCFOWhere to start with moving towards a family office The relationship the CPA firm has with the other professionals How building a family office creates a better client experience How professionals are able to serve each other within a family office Best practices for onboarding a client onto a family practice Questions to ask to determine if someone is going to be a successful partner  Episode resourcesSummit CPA website - www.summitcpa.net  Email us with questions - [email protected]   

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