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An open platform, offering best-in-class resources and services in every
specialty that a Family Office or Leading CPA firm needs to serve and benefit
their most affluent clients.

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WELCOME TO VFO HUB!



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1. WORLD-CLASS EDUCATION (VIRTUAL FAMILY OFFICE ACADEMY)

World-class education (Virtual Family Office Academy) from leading specialists
and Best-in-Class Resources™ which enable our members to become certified with
the prestigious Virtual Family Office Professional Designation


2. WORLD-CLASS, CUSTOM-DESIGNED SOLUTIONS

to complex challenges (i.e. income tax and business cost mitigation, etc.)
facing our members’ most important clients - without 3rd party referral risk by
using the revolutionary Fact Pattern Analytics System


3. THE VFO HUB GLOBAL COMMUNITY OF MEMBERS, SPECIALISTS AND RESOURCES

We meet at least once per month on private video conferences where we share Best
Practices, Advanced Strategies, Winning Marketing ideas that lead to Five (5) &
Six (6) Figure Client Engagements


4. A COMPLETE, PROVEN, SIMPLE MARKETING / COMMUNICATION SYSTEM

Empowers VFO Hub members to WIN by:

 * Delivering unique, massive value to their clients which significantly
   increases revenue per client by over 500%
 * Differentiating themselves from competitors through a complete marketing
   solution (i.e. Email templates, Customized Logos, Customized marketing
   materials, Scripted Conversations that make an impact with the ultra affluent
   demographic


SO, WHAT EXACTLY IS VFO HUB YOU MIGHT ASK?

VFO Hub is designed as an open platform, offering Best-in-Class Resources™ and
services in every specialty that a Family Office or Leading CPA firm would need
to serve their most affluent clients.


THAT SOUNDS GREAT, DOESN'T IT? BUT, LET US EXPLAIN HOW WE ACCOMPLISH THIS.

VFO Hub makes these carefully vetted and hand-picked resources available
immediately to all our Members, so they know what they need to handle a
challenging project.


WHAT ARE ALL OF THE COMPONENTS OF THE VFO HUB SYSTEM?

Essentially, VFO HUb provides its members with exclusive, one-touch, 24/7 access
to:

World-class education (Virtual Family Office Academy) from leading specialists
and Best-in-Class Resources™ which enable our members to become certified with
the prestigious Virtual Family Office Professional Designation

World-class, custom-designed solutions to complex challenges (i.e. income tax
and business cost mitigation, etc.) facing our members’ most important clients -
without 3rd party referral risk by using the revolutionary Fact Pattern
Analytics System

The VFO Hub Global Community of Members, Specialists, and Resources - we meet at
least once per month on private video conferences where we share Best Practices,
Advanced Strategies, Winning Marketing ideas that lead to Five (5) & Six (6)
Figure Client Engagements



A Complete, Proven, Simple Marketing / Communication System which empowers VFO
Hub members to WIN by:

 * Delivering unique, massive value to their clients which significantly
   increases revenue per client by over 500%
 * Differentiating themselves from competitors through a complete marketing
   solution (i.e. Email templates, Customized Logos, Customized marketing
   materials, Scripted Conversations that make an impact with the ultra-affluent
   demographic




WHAT IS THE VFO HUB BACKGROUND?

Initially introduced to the Family Office and CPA marketplace in 1996, VFO Hub
and its Facilitators have been perfecting many aspects of this revolutionary
model ever since, offering unparalleled support to the firms we are serving. 
Technological advances over the last two decades have empowered the VFO Hub to
accelerate into a disruptive force and revolutionary solution.


WHAT IS THE PROCESS OF OBTAINING THESE TALENTED BEST-IN-CLASS RESOURCES™?

We are continually in the process attracting and vetting potential resources
across the specialties that our clients want and need, to deliver on our promise
of Best-in-Class™ at every position. Each specialist is carefully-vetted through
an arduous, multi-step process. Additionally, each of the chosen specialists is
trained by expert VFO Hub Facilitators on how to work inside the VFO Hub
proprietary model assisting you, the VFO Hub Member, to look invaluable in the
eyes of your very best clients.


HOW DO YOU SPECIFICALLY VET THESE TALENTED BEST-IN-CLASS RESOURCES™?

We utilize a rigorous five-step process for our in-depth vetting process.

1) Specialist application

2) Intensive interview process based on:

• Skills

• Attitude

• Personality

3) Internal review where we discuss each specialist with our Board Members, who
are Family Office CEOs, Elite CPAs, Elite VFOs, Respected Specialists who are
part of the VFO Hub

4) VFO Hub training, where each new specialist learns how to operate in the
proprietary VFO Hub system of moving information, where the specialist must
focus on making the VFO Client look amazing throughout the process

5) VFO Specialists held to the highest possible standards to maintain their
position in the hierarchy of the Hub.


WHAT ARE THE BENEFITS OF JOINING VFO HUB?

Simply put - for Family Offices, Multi-Family Offices, Virtual Family Offices,
and Leading CPA Firms to separate themselves from competition and offer an
irresistible value proposition a VFO Hub membership makes professional and
financial sense.

VFO Hub Membership enables you to enjoy incredible leverage and control over
each project while saving you incredible amounts of time and energy while
gaining access to the best-in-class resources, ideas and solutions (without
third-party referral risk) from the brightest people in the country.

And finally, VFO Hub Members are excited to monetize their ability to deliver so
much unique value to their clients by incrementally increasing their engagement
fees to five (5), six (6) and sometimes seven (7) figures per project.

Compare Memberships OR
Apply Today
Apply Now

858.293.4717

PO Box 1054
Rancho Santa Fe, CA 92067

info@vfohub.com

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VFO Hub is designed as an open platform, offering best-in-class resources ™ and
services in every specialty that a Family Office or Leading CPA firm needs to
serve and benefit their most affluent clients.

Learn More About VFO Hub



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