Financial Gravity announces the Fractional Family Office® program for CPAs and Enrolled Agents available on August 1, 2019.
A Fractional Family Office® provides integrated tax, business, and financial solutions to small business owners and affluent individuals. Beginning August 1, Financial Gravity’s Tax Master Network subsidiary is letting independent accountants and advisors license that concept to bring their clients all the financial services they need under a single holistic umbrella.
When it comes to financial services, most Americans act as their own “general contractor,” managing independent providers like CPAs, investment managers, and insurance agents who rarely work together in the client’s best interest. Ultra-affluent clients, typically with $50 million or more, can bypass that marketplace entirely, forming “family offices” to act as general contractor and coordinate all aspects of their finances.
“The Fractional Family Office® lets CPAs and EAs give clients the same integrated service they would get from establishing their own family office, without the six-figure cost. This helps them succeed by eliminating the danger of different advisors working at cross-purposes,” said Financial Gravity’s CEO, John Pollock. “The Fractional Family Office® builds a plan around the client’s 1040, avoiding product-driven sales pitches that can derail investors’ success,” he continued.
Fractional Family Offices® will all be members of the Tax Master Network, Financial Gravity’s community of proactive tax-planning professionals. They’ll also represent Financial Gravity’s wealth management subsidiary as Investment Advisor Representatives. Accountants and advisors who are interested in joining the program can visit www.TaxMasterNetwork.com/FFO/ to learn more.