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
STRATEGIC PARTNERS
Boomer Consulting is one of the accounting industry's leaders in providing timely and experienced business consultation offered through supportive relationships and knowledge sharing communities. FamilyOfficeNetwork® provides Boomer Circle Members with a secure two-way portal to post tax returns, financial statements and other vital accounting documents to their clients in a highly organized virtual file cabinet.
National Advisors Trust provides first-class trust and custodial services with professional attention delivered at favorable costs. Clients are assured they will receive responsive service and attention to detail while maintaining their trusted relationship and wealth management strategy built with their financial advisor. FamilyOfficeNetwork® provides advisors in NATC with a unique Internet based approach to deliver comprehensive wealth management services to their clients through a well organized virtual file cabinet and other secure communication tools.
CPAmerica International is a network of more than 70 large, independent CPA and consulting firms. CPAmerica's collective resources enable affiliate member firms to serve clients as if members were a national firm. They emphasize the personal attention and sincere concern of a local CPA firm and also the knowledge and resources of a large global network. FamilyOfficeNetwork® provides CPAmerica, CPAConnect and CPA Mutual Members with a secure two-way portal to post tax returns, financial statements and other vital accounting documents to their clients in a highly organized virtual file cabinet.
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