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Are you a business owner who would benefit from working with a family office but can’t afford its typically high fees?

In this episode, Matt DiFrancesco outlines what makes the virtual family office a cost-effective solution for business owners who want a one-stop point of contact for all of their life, financial, and business concerns. Matt also gives you a preview of his five-step planning process for business owners.

In this episode, you’ll learn:

  • What the differences are between a traditional and virtual family office
  • How Matt utilizes his network of connections to help his clients
  • What some of the benefits are to working with a virtual office
  • And more!

Tune in now to learn about the benefits of working with a virtual family office.

 

 

Have a question? Send us a message.

High Lift Financial

2150 Hillholm Street
Johnstown, PA 15905

Office: 814-201-5855
Toll-Free: 855- 804-3548
Fax: 855-804-3547
matt@highliftfin.com

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All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.
 
High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC.  Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

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