Revolutionize Your Firm's Business Solutions with Alex Sonkin

Tom chats one-on-one with Alex Sonkin, the founder of Virtual Family Office Hub, an open platform offering the best-in-class resources and services in every specialty that a family office or leading CPA firm needs to serve and benefit their most affluent clients. Alex explains the concept of family offices and the challenges faced by CPAs in providing comprehensive advice. He introduces the Virtual Family Office model, which allows business owners to access global resources. Tom and Alex also discuss the importance of due diligence, independent peer review, and continuous improvement in tax planning.