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Virtual Family Office Services

Do you have clients who own a business or are ultra-high net worth? They may be a perfect candidate for a virtual family office.

Discover the vast planning opportunities, workflows, and entity designs that will enable you to offer virtual family office services to business owners and ultra-high net worth clients.  

  • Understand the history of virtual family offices
  • Review regulatory environment for practices delivering virtual family office services
  • Discover types of business models which provide virtual family office services
  • Learn and apply best practices
  • Integrate collaborative teams into a virtual family office
  • Application of a virtual family office as part of business succession planning
  • Integrate virtual family office services into your practice

Virtual Family Office Services Course


(More Information to come)

Contact Information
For more information regarding refund, concerns, and/or program cancellation policies,
please contact Pat McGarvey at

CPE Credits: 8 — NASBA approved
Recommended Field of Study: Specialized Knowledge

Additional Information

Prerequisites: Completion of our Building a Fee-For-Service Financial Planning course or Collaboration course
Advanced Preparation: None
Program Level: Advanced
Delivery Method: Group-Live


Refund Policy:

Full refunds are available if requested in writing (email) at least 30 days prior to the start date of the class. A 50% refund is available if requested in writing (email) at least one-week before the start date of the class.  No refunds will be granted after that time. In lieu of a refund, a participant may request in writing (email) at least three days before the start date of the class to have the full registration fee applied to another program within a 12-month period following the program registered for, plus a $100 administrative fee.
Financial Planning Advocate, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: