Forward Accounting
Your Future-Focused, Proactive Partners
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As an accounting firm with a Virtual Family Office, we combined the following five disciplines to provide the most proactive and holistic planning available to ensure our clients are maximizing their potential:
- Tax Planning
- Risk Mitigation
- Wealth Management
- Legal Services
- Business Advisory
FORWARD FAMILY OFFICE
Combining Proactive Planning and the Virtual Family Office Experience.
Over the years we have recognized that our best clients want PROACTIVE and HOLISTIC planning.
- HOLISTIC describes the importance of taking the complete picture into
account, when analyzing the individual variables - PROACTIVE refers to creating or controlling an opportunity, rather than
reacting to it after it has happened
Unfortunately most professional do not work together to ensure that their individual expertise creates synergy with their clientsâ other professionals. Most CPAs, attorneys, financial advisors, insurance agents, business consultants, etc. all work reactively in their own âsilosâ. They rarely consider or discuss how their advice may impact the holistic planning needs of the client.
Imagine how dangerous this same lack of âjoined-up thinkingâ would be if medical professionals didnât communicate with each other similarly.
That is why at [sitename] we have upgraded to a 21st century business model based around HOLISTIC and PROACTIVE advice.
