The Model Accounting Firms Are Shifting To - Episode 15

What is a fractional family office and how can accounting firms, RIAs, and advisors use it to deliver better client outcomes?In this episode of The Nexus Point Podcast, Rich Romero and Jeff Bruskin break down the triangle framework, a model that integrates tax planning, wealth management, and estate planning to create a modern advisory firm.They explain the difference between traditional family offices and fractional family office services, and how firms are adapting this model for clients with $1M to $250M net worth. You will learn why integration across financial services is critical, the challenges firms face when executing it, and how to build a more scalable and competitive firm.This episode is ideal for CPA firm owners, financial advisors, RIAs, and accounting professionals looking to expand services, improve client retention, and grow their firm.Topics covered00:00 Welcome and setup00:21 Triangle framework overview01:07 Family office vs fractional model03:08 Execution challenges in advisory firms04:31 Why tax, wealth, and estate integration matters09:35 RIA as the lead advisor12:05 Building a fractional family office15:51 Avoiding M&A mistakes17:15 CPA firms launching wealth management19:54 Wrap up