EPISODE · Mar 17, 2021 · 10 MIN
How Successful Business Owners Can Benefit From High-Performing Virtual Family Offices with Trevor Scotto CPA, CFP®
from Mission Matters Money with Adam Torres · host Adam Torres
The virtual family office model is changing the way that many high net worth individuals invest. In this episode, Adam Torres and Trevor Scotto CPA, CFP®, Co Founder and Partner of Fiduciary Financial Group, explore the virtual family office model landscape. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podc...Visit our website:https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
What this episode covers
The virtual family office model is changing the way that many high net worth individuals invest. In this episode, Adam Torres and Trevor Scotto CPA, CFP®, Co Founder and Partner of Fiduciary Financial Group, explore the virtual family office model landscape. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podc...Visit our website:https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
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How Successful Business Owners Can Benefit From High-Performing Virtual Family Offices with Trevor Scotto CPA, CFP®
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