The Team-Based Model

Elevate Your Practice

The Echelon Team-Based Model empowers CPAs like you to provide proactive and holistic planning for your business owner/affluent clients. By working smarter, not harder, and utilizing leverage, you can offer our comprehensive suite of Family Office Services at no additional cost or stress to you.

Team Based Model

Understand & prioritize needs
Address biggest problems
Achieve most important goals

You (Our Client)

Proactive Planning Team

Virtual
Family
Office

“Proactive Planning Team” combined with “Virtual Family Office Experience”

Team Based Model

Understand & prioritize needs Address biggest problems Achieve most important goals

“Proactive Planning Team” combined with “Virtual Family Office Experience”

Tax Planning Risk Mitigation Wealth Management Legal Services Business Advisory

We'll illustrate the difference between the old and outdated third-party referral model and the Echelon Team-Based Model which utilizes our Virtual Family Office (VFO). See how leveraging the Echelon Team Based Model expands and simplifies your service offerings.