FAMILY OFFICE IN A BOX

Owners

Goods & Services

Software as a service (SaaS) featuring online non-downloadable software tools integrated with CRM platforms for advisor onboarding, workflow automation, and client engagement tracking; providing temporary use of online non-downloadable software for operational planning and digital delivery of onboarding kits and training modules.

Business consulting; Providing business consulting services in the field of strategic onboarding kits, branded advisor resources, and operational frameworks for financial professionals and family offices; business development support and workflow optimization in the nature of business consulting for wealth management firms.

Educational services, namely, providing online non-downloadable training modules, webinars, and workshops in the field of family office operations, advisor onboarding, wealth management strategies, and client engagement; educational services, namely, development and dissemination of branded learning content, namely online non-downloadable training modules, webinars, and workshops in the field of family office operations, advisor onboarding, wealth management strategies, and client engagement for financial professionals.