The Family Office Blueprint: Elevate Your Advisory Firm

Wed Dec 04 2024 at 09:00 am to 05:00 pm UTC-08:00

Core Family Office | Los Angeles

Puja Sohi
Publisher/HostPuja Sohi
The Family Office Blueprint: Elevate Your Advisory Firm
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Take your advisory firm to new heights! Learn family office strategies, attract high-net-worth clients, and grow with purpose.
About this Event

This exclusive workshop is designed for Tax, CFO, Wealth, and Financial Advisors who are ready to elevate their practices and break through growth barriers. Attendees will gain insights on structuring their advisory firms like a family office, attracting high-net-worth clients, and navigating the often complex family office landscape. The session will also cover innovative growth strategies, including roll-ups, to help advisors scale their businesses effectively. This hands-on event will equip advisors with the tools and knowledge to expand their client base, increase revenue, and operate with the sophistication of a family office. If you’re ready to take your advisory firm to new heights, this is the workshop for you!

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Event Venue & Nearby Stays

Core Family Office, 6200 Canoga Avenue, Los Angeles, United States

Tickets

USD 7364.65

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