Resources
Your Optimal Financial World, by Russ Alan Prince and John J. Bowen Jr., explores how driven entrepreneurs can benefit from working with a high-performing virtual family office. The book addresses questions including:
How exactly does a virtual family office work, and how could it benefit me?
What distinguishes a high-performing virtual family office?
How do I identify the right professionals to build a customized virtual family office?
For a more in-depth look at how driven entrepreneurs can benefit from high-performing virtual family offices, request your complimentary copy of Your Optimal Financial World.
Your Optimal Financial World is authored by Russ Alan Prince and John J. Bowen Jr. and is provided for educational purposes only. The views expressed are those of the authors and do not constitute investment advice from Integrated Wealth Advisors.
Walking You Through the Perfect Exit
The Exit Planning Institute's guide to personal, purpose-driven planning for what comes next after a business transition.
The above materials are published by the Exit Planning Institute and are reproduced here for educational purposes. Integrated Wealth Advisors is not affiliated with the Exit Planning Institute except through Austin Collins' CEPA designation.
