{"product_id":"the-virtual-family-office-advantage-from-siloed-advice-to-team-based-planning","title":"The Virtual Family Office Advantage: From Siloed Advice to Team-Based Planning","description":"\u003cdiv\u003e \u003cdiv\u003e \u003cdiv\u003e \u003cspan\u003eThe Virtual Family Office Advantage: From Siloed Advice to Team-Based Planning\u003cbr\u003eBy Dale Montgomery\u003cbr\u003eBook Description\u003c\/span\u003e\u003cp\u003e\u003cspan\u003eYou've built a successful business. Managing that success shouldn't have to become a second job.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eFor many business owners, growth brings a paradox: more revenue, but also more advisors, more meetings, and more fragmented advice pointing in different directions. Your CPA, financial advisor, and attorney may each be excellent at what they do — but if they're not working together, no one is seeing the full picture. And you're left in the middle, trying to connect the dots while running your company.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThere's a better model. And it's been around since 1882.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThe Virtual Family Office Advantage\u003c\/span\u003e\u003cspan\u003e introduces readers to the coordinated, team-based planning approach that wealthy families have used for generations — now structured for successful small and mid-sized business owners who want the same level of integration without the cost of a traditional family office.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eAuthor Dale Montgomery draws on his own journey — including two decades in real estate, the hard lessons of the 2008 financial crisis, and his experience as a Certified VFO Professional — to explain how fragmented advice quietly creates blind spots, and how a coordinated team of specialists can address what no single advisor can see alone.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eInside, you'll explore:\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003e\u003cspan\u003eWhy having multiple advisors doesn't automatically equal a comprehensive plan\u003c\/span\u003e\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e\u003cspan\u003eThe history and principles behind the Family Office concept, and how the Virtual Family Office makes it accessible today\u003c\/span\u003e\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e\u003cspan\u003eThe Five Pillars of a VFO Ecosystem: Tax Planning, Risk Mitigation, Wealth Management, Legal Services, and Business Advisory\u003c\/span\u003e\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e\u003cspan\u003eThe Hub-and-Spoke Model and the role of a Director of Advanced Planning\u003c\/span\u003e\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e\u003cspan\u003eHow proactive tax strategy differs from tax compliance — and why the distinction matters\u003c\/span\u003e\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e\u003cspan\u003eRisk management approaches that go beyond standard coverage\u003c\/span\u003e\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e\u003cspan\u003eLegal frameworks for business structure, succession, and wealth transfer\u003c\/span\u003e\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e\u003cspan\u003eHow to shift from owner-operator to value builder — and what enterprise value really means\u003c\/span\u003e\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cspan\u003eMontgomery also addresses the mindset patterns that often hold business owners back from making changes, drawing on his own experience confronting limiting beliefs about money and success.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThis book helps business owners understand an integrated planning model, ask better questions of their advisors, and consider whether a more coordinated approach might serve their goals.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eIdeal for:\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003e\u003cspan\u003eSmall and mid-sized business owners navigating complex financial decisions\u003c\/span\u003e\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e\u003cspan\u003eEntrepreneurs looking to better coordinate their advisory team\u003c\/span\u003e\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e\u003cspan\u003eCPAs and financial professionals exploring the team-based model\u003c\/span\u003e\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e\u003cspan\u003eAnyone who wants to understand how the Virtual Family Office concept works in practice\u003c\/span\u003e\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cspan\u003eDale Montgomery is a Certified VFO Professional and Director of Advanced Planning at Tax and Retirement Specialists. He has spent over a decade helping business owner\u003c\/span\u003e\u003c\/p\u003e \u003c\/div\u003e \u003c\/div\u003e \u003c\/div\u003e","brand":"Books Prime","offers":[{"title":"Default Title","offer_id":45914425557183,"sku":"2b303dff-4b8e-4075-b3af-fc8e304f412b","price":14.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0761\/7550\/7647\/files\/5bce00d2683d2023d4dc5909da9aca9b.jpg?v=1785058066","url":"https:\/\/books-prime.com\/products\/the-virtual-family-office-advantage-from-siloed-advice-to-team-based-planning","provider":"Books Prime","version":"1.0","type":"link"}