The Appeal of the Virtual Family Office
Are You Ready to Shake Things Up?
Are you a professional with a CEO mindset who’s looking for more? Are you willing to invest in your business in order to bring more value to your clients and set yourself up for success despite the rocky future that lies ahead for the financial, accounting, or legal industry?
If you are focused on maximizing client value and want to disrupt antiquated ways of thinking, we should talk.
I’m passionate about bringing together like-minded professionals to build a better model for the future of the financial, accounting, and legal sector, and produce more value for businesses and clients alike.
One way to do this is through something called the Virtual Family Office, a first-of-its-kind model based on collaboration between financial and tax professionals, resulting in proactive and holistic planning for clients and communities. I’m excited to share that I’m officially launching an email series to explore and discuss this model, called The Appeal of the Virtual Family Office.
Meet Tracy Coffman, the Facilitator of The Appeal of the Virtual Family Office
Tracy is the Founder of VFO-Austin. Tracy is known as a thought leader in the professional services industry based on his 18 years of experience owning and operating a multidisciplinary firm.
With an emphasis on professional collaboration, Tracy brings an entrepreneurial spirit to the team along with his experience in independent non-bias investment management, financial planning, insurance plan design, and specialty financing needs to the VFO-Austin team.
Tracy is a graduate of Louisiana State University and Texas State University (MBA). He holds his Series 6, 63 and 65 (Uniform Investment Adviser Law Examination) and state insurance licenses.
Tracy has been married for nearly 35 years and has three kids in their 20’s. He spends a lot of his time helping his kids plan for the future with their business and education. Additionally, Tracy is a big LSU fan and grilling/smoking enthusiast with friends.
Created by:
Tracy Coffman
Creating Your Own Elite Ecosystem
The Virtual Family Office model is client-centric, and works by building up a team of professionals who can provide SO much value that the client will never want to leave. When you opt-in to my email series, The Appeal of the Virtual Family Office, you’ll learn exactly how you can start building up a team of trustworthy professionals that portray you as an unbeatable one-stop-shop.
Discussion will also include an exploration of where the financial industry is headed in the years to come, steps for building and maintaining professional relationships, and a full breakdown of the unique value that a Virtual Family Office can offer.
Ultimately you have two options, go at it alone, or build a team around you. Either you invest your limited resources on figuring out “how” or spending your time discovering “who” can help.
What will you choose?
I Can’t Wait to Share More With You!