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Get started —transform your practice in 15 minutes

STEP ONE

Set your Price Structure

Your Pricing
Determine your firm's personalized pricing and service levels. 

STEP TWO

Your Marketing Materials

Marketing Materials
Create your branded Family Office website
Download PDFs and order a supply of Private Family Office brochures
  • Create your branded Family Office website
  • Download PDFs and order a supply of Private Family Office brochures
  • Download an invitation letter to your clients and prospects.

STEP THREE

Launch your Family Office

Get Started!
Copy to come: 
Your free, no-obligation trial enables you to establish virtual Family Offices for two client households. If you would like full operational capabilities, please contact us for a competitively-priced subscription.

“I have no reason, I assure you,” said he, “to be dissatisfied with my reception. Mr. Darcy seemed much pleased with the attention. He answered me with the utmost civility, and even paid me the compliment of saying that he was so well convinced of Lady Catherine’s discernment as to be certain she could never bestow a favour unworthily. It was really a very handsome thought. Upon the whole, I am much pleased with him.”

Three easy steps to quickly launch your firm's Family Office

“What is Mr. Darcy to me, pray, that I should be afraid of him? I am sure we owe him no such particular civility as to be obliged to say nothing he may not like to hear.”

Private Family Office

THIS WILL CHANGE: Your free, no-obligation trial enables you to establish virtual Family Offices for two client households. If you would like full operational capabilities, please contact us for a competitively-priced subscription.

Designed by Advisors, for Advisors

  • Financial Advisors
  • Attorneys
  • Insurance Advisors
  • Real Estate Advisors
  • Tax Advisors

Connect with us

StradPro is provided through 
AllBackoffice Consulting, LLC

AllBackoffice Consulting, LLC
112 W. Eden Street
Edenton, NC 27932
919-741-6104advisors@demosite12.famousclients.com
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