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003: What Running A Highly Successful Virtual Family Office Looks Like - Bill Shenkin
Manage episode 374878902 series 3504504
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Bill Shenkin is a CPAand CEO and President of CeFO, Inc, providing family office services for high net worth individuals. His office is located near Denver, CO. CeFO provides chief financial officer services including strategic business review and planning, regular financial review, equity and debt financing, buy/sell negotiations, and tax services. CeFO stands for Consulting Excellence for Organizations and Family Office.
He is also the founder and chairman of Fit for Life, Inc., which helps those with brain dysfunctions.
Bill’s business has specialized in health clubs, real estate, professional sports, political accounting, oil and gas, multi-family office practice, music industry, and many others.
What you will learn from this episode:
- How Bill took what was normally a service for billionaires, and customized it to work for those with 50 million and more
- How one of the key benefits of a family office for a wealthy family or business owner is to only have to contact 1 person for their financial needs
- How his firm provides due diligence for clients about financial needs as well as investments to assure viability
- How being a part of the VFO Hub (Virtual Family Office) network is a big benefit to his firm
- How he founded Fit for Life, Inc., which is involved with helping those with mental health disorders
- What an opportunity zone fund is
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