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001: The CPA Firm Of The Future - Richard Muscio
Manage episode 374878904 series 3504504
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Richard Muscio is a CPA thought leader, bestselling author, motivational speaker, collaboration expert, community leader, radio talk show host and filmmaker.
Known as “the mayor of San Diego,” Richard runs a Virtual Family Office and MultiFamily Office serving ultra high net worth and billionaire families in San Diego.
In his over 30 years experience as a CPA, Richard has developed a specialty in estate/gift/trust matters and helping wealthy families understand their complex finances. He also consults CPA firms desiring to improve the value of services offered to wealthy clients and successful businesses.
In his role as The Family Office Guy, Richard serves as “of counsel” to six Family Offices. He blogs as The Family Office Guy at www.iymoney.com, and hosts an award-winning weekly radio show on 760 AM KFMB in San Diego from 7-8 PM Saturday evening which broadcasts from the historic La Valencia Hotel.
Key Questions We Asked:
- Tell us about what you do inside your family office and how you got started.
- What is the biggest challenge your ultra high net worth clients typically face?
- What is the biggest fear for extremely wealthy families?
- What is your role in helping your clients achieve significance?
- What is the value of the resources in The Due Diligence Project™ and Virtual Family Office Hub™?
- How does a CPA transition from a model with over 1000 clients to one that focuses on their very best clients?
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