The CPA community has thrived throughout this time due to their diversified portfolio and ability to bring value to businesses in all sectors of the economy. At Virtual Family Office Hub, we are proud to have supported hundreds of CPA firms and family offices around the country. We have helped them mitigate complex income tax situations involving high net worth individuals and CPAs.

We are continuing to grow our CPA community by introducing resources such as experienced CPA firms, law firms and unique leaders with plenty of experience in tax audits and court cases. In addition, our network has been able to vet out strategies from the last 10-15 years which give us an edge when it comes to delivering a value proposition and ROI that other companies may not be able to offer.

Overall, 2022 has proven itself to be a successful year for our network as we have worked with billionaire clients, millionaires, celebrities, NBA players and more – even though we may never speak directly with these clients. The CPAs in our community can further benefit from these relationships knowing that they are providing their clients with some of the highest quality services available on the market today. As we continue into 2023, we look forward to refining existing strategies while introducing new ones that promise even greater returns without compromising risk or cost efficiency!

Alex Sonkin founded the Due Diligence Project, the Virtual Family Office Hub, and originated the idea that sparked GoMacro. The Due Diligence Project is an open-source, global community of 500+ peer-selected CPA Firms, Law Firms, Family Offices, and Specialists who participate in a revolutionary vetting system to independently analyze, rate, rank, and make ongoing improvements to sophisticated tax strategies and world-class resources designed for the most discerning Tax Advisors and CPAs on the planet.

What you will learn from this episode:

• What were some of the highlights and topics he was most excited about for the Due Diligence Project Summit 2021.
• What each of the four sessions was about and what the participants learned in each one.
• What are the processes for someone that wants to become a resource for the Due Diligence Project.
• How he created the ‘Amazon for Sophisticated Tax Planning’ and what got him there.
• What opportunities he sees for the future due to this new virtual model.
• What were some of the highlights of the roundtable discussion and what he was looking to accomplish.
• How winning is important to him both professionally as well as on a personal level.
• When the next DDP Summit is scheduled to take place.

Connect with Alex Sonkin

LinkedIn

Learn more about The Due Diligence Project™ at:

https://duediligenceproject.com/

Alex Sonkin founded the Due Diligence Project, the Virtual Family Office Hub, and originated the idea that sparked GoMacro. The Due Diligence Project is an open-source, global community of 500+ peer-selected CPA Firms, Law Firms, Family Offices, and Specialists who participate in a revolutionary vetting system to independently analyze, rate, rank, and make ongoing improvements to sophisticated tax strategies and world-class resources designed for the most discerning Tax Advisors and CPAs on the planet.

What you will learn from this episode:

• What the future holds in terms of how successful business owners and families truly want to engage with their CPAs and their supporting team of specialists
• Some of DDP’s biggest success stories from this past year - a newly minted BILLIONAIRE featured on the cover of Forbes magazine
• When the next Due Diligence Project Summit will take place and what to expect
• What unique value a VFO (Virtual Family Office) provides and understanding the difference between a virtual CFO, your local CPA, and a VFO.
• What the entry-level is for someone who’s interested in working with the Due Diligence Project.

Connect with Alex Sonkin

LinkedIn

Learn more about The Due Diligence Project™ at:

https://duediligenceproject.com/

Richard Wilson is the founder and head of the Family Office Club, the largest membership-based family office association with over 1,750 registered family office members and 25 live events per year. He helps implement performance-based family office solutions for $100M+ net worth families through his company Centimillionaire Advisors.

What you will learn from this episode:

• How he got started with family offices and what led him to success
• What he enjoys most in terms of building his network
• What three things he came up with that weren’t planned from the start
• How he has created a community that eliminates the challenges when it comes to due diligence
• How his organization is always coming up with new ideas and has specialists to back them up
• How he has created a Best-in-class peer review investment network

Connect with Richard Wilson

LinkedIn
Website

Learn more about The Due Diligence Project™ at:

https://duediligenceproject.com/

Matthew Fargo is an elite virtual family office, elite CPA firm out of Boulder, Colorado. They serve ultra-high net worth business owners. He specializes in providing assurance, tax and business advisory services to emerging growth, small and mid-sized businesses.

What you will learn from this episode:

• How Matthew got started and how he became an elite CPA
• How he gets clarity and confidence to complete his due diligence before bringing it to his biggest clients
• How he helps his business owner clients or affluent families make key decisions
• What are some of the wins he has helped his clients create
• How there’s a huge advantage in being part of the Due Diligence Project community
• How less than 1 out of 5 of the 500 most profitable companies in the world can produce a beautiful tax return like his firm and other members of the due diligence project can

Connect with Matt Fargo:

LinkedIn
Website

Learn more about The Due Diligence Project™ at:

https://duediligenceproject.com/

Brian Kerrigan is an elite virtual family office professional, elite CPA with a tax focus serving ultra-high net worth business owners. He's also a specialist as part of The Due Diligence Project, Virtual Family Office hub. He has provided tax compliance and consulting services for large public and privately held companies throughout New England for more than 17 years.

What you will learn from this episode:

• How Brian reminds his clients that there are great opportunities in a time of crisis
• How he got started and why he chose this business
• How one of the key components to the due diligence process is really forensic analysis
• How curiosity is another pillar that is looked at for revolutionary due diligence
• What innovative approach Brian has for being proactive and bringing ideas to his business owner clients
• What advice Brian has for different types of segments and business owners
• How important his role is right now to business owners in terms of what's going to happen to their livelihoods over the next five years

Connect with Brian Kerrigan:

LinkedIn
Website

Learn more about The Due Diligence Project™ at:

https://duediligenceproject.com/

Herman Cardenas is an elite real estate developer and a very successful technology business owner that has sold companies to GE, Microsoft, and Clear One. Herman is investing in and applying his expertise to the development of real estate projects in and around Austin, Texas. His latest companies, IMPACT Developers and M Builders, specialize in the development and construction of mid-to-large multifamily and mixed-use projects and communities.

What you will learn from this episode:

• How Herman went from being a leader in technology to being a leader in real estate development
• How he got started and how having the right mindset is fundamental
• How his company survives even in the worst of economies
• What the best type of real estate investment is during an economic downturn
• How he chooses locations and why he is focused on Texas
• How they are one of the five developers that survived out of 500 that were previously in Austin
• What differentiates his company from other developers

Connect with Herman:

LinkedIn
Website

Learn more about The Due Diligence Project™ at:

https://duediligenceproject.com/

Learn more by going to https://duediligenceproject.com/