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Summit Marketing Team

Family Office Integration with Michael Frost from Heritage

The Modern CPA Success Show: Episode 25

Today, we are sitting down with Michael Frost from Heritage to talk about integrating a family practice into your VCFO firm, and how those two things can work together. Heritage Family Offices is a law firm, wealth management firm, CPA firm, and insurance company all under one roof.

In this episode, we are discussing how family offices work behind the scenes and how you can integrate CFO services into this business model.

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Topics: Virtual CFO