08.18.08 - Look for our representatives at the Boomer All Circles Meeting in Kansas City, August 23rd through the 25th..
06.19.08 - FamilyOfficeNetwork® is thrilled that Bob Veres, a highly regarded financial planning industry columnist, featured our client portal in his June edition of "Inside Information" Read More
05.22.08 - New features have been rolled out. Find out about them here.04.01.08 - FamilyOfficeNetwork® is now Safe Harbor certified More Info
COMPANY OVERVIEW
FamilyOfficeNetwork® provides advisors with a unique Internet based approach to deliver comprehensive wealth management services.
FamilyOfficeNetwork® offers several solutions to enhance the relationships of financial professionals. My Financial Files® is the most extensive online document management, client communication tool. My Financial Files® helps advisors communicate more efficiently with their clients. Upgraded versions include co-branding, more document space, the ability to share with other advisors, and create a web-based relationship among independent attorneys, accountants, investment managers, and other advisors that enables them to work together for the benefit of their mutual clients. Having access to this network of wealth management specialists allows you to expand beyond the services you currently offer. FamilyOfficeNetwork® is designed to help advisors better serve and retain their clients.
FamilyOfficeNetwork® links together several distinct businesses designed to provide clients with the best in a broad range of services. It helps meet all of your clients wealth management needs.
FamilyOfficeNetwork® enhances the relationships between financial advisors with clients in common. The ultimate outcome of FamilyOfficeNetwork® is the effective coordination of the client’s legal, accounting, risk management, and financial needs. Through FamilyOfficeNetwork® you have access to all of your clients records for wealth management purposes.
FamilyOfficeNetwork® offers several solutions to enhance the relationships of financial professionals. My Financial Files® is the most extensive online document management, client communication tool. My Financial Files® helps advisors communicate more efficiently with their clients. Upgraded versions include co-branding, more document space, the ability to share with other advisors, and create a web-based relationship among independent attorneys, accountants, investment managers, and other advisors that enables them to work together for the benefit of their mutual clients. Having access to this network of wealth management specialists allows you to expand beyond the services you currently offer. FamilyOfficeNetwork® is designed to help advisors better serve and retain their clients.
FamilyOfficeNetwork® enhances the relationships between financial advisors with clients in common. The ultimate outcome of FamilyOfficeNetwork® is the effective coordination of the client’s legal, accounting, risk management, and financial needs. Through FamilyOfficeNetwork® you have access to all of your clients records for wealth management purposes.
