Trevor Scotto CPA, how successful business owners can leverage high-performance virtual family offices with CFP®

Adam Torres and Trevor Scott search the family offices.

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Show notes:

The virtual family office model is changing the way many valuable people invest. In this section, Adam Torres and Trevor Scotto CPA, CFP®, Founder and partner of Fiduciary Financial Group, browse the panorama of the virtual family office model.

About Trevor Scott

Trevor Scotto is a wealth manager and one of the founding members of the Fiduciary Financial Group. It focuses on providing advanced solutions for wealth management to wealthy executives and successful families in San Francisco Bay Area. Together with its partners, it helps wealthy clients address their five main concerns: caring for their wealth, easing taxes, caring for their heirs, preventing their property from being taken unfairly through wills and divorces, and increasing charitable support. Fiduciary Financial Group also assists clients with all tax preparation, compliance and tax planning needs.

Trevor founded the Fiduciary Financial Group in 2016 and serves successful individuals and families who have commissioned their assets, tax preparation and financial well-being. It uses a consultation process to gain an in-depth understanding of its clients ’deepest values ​​and goals. It then uses personalized recommendations designed to meet the specific needs and goals of each client beyond mere investment.

Successful people and families work with Trevor:
-Develop and implement a comprehensive wealth management plan to help achieve financial dreams.
-Make intelligent decisions in the current uncertain political, economic and social environment.
– Get a second independent opinion from a senior financial advisor in your community.
-Stress test to identify weaknesses in their current financial situation or areas for financial improvement.

Earlier in his career, Trevor obtained his CPA license to prepare tax returns for people with high net worth and their families in the business community here. He later stayed with the Glassdoor Finance team, which was recently bought for more than $ 1 billion.

His main beliefs in serving customers are as follows
1) Listen first, advise second.
2) Keep things simple.
3) Maintaining purpose is key to making prudent decisions.
4) Maintaining consistency with an investment philosophy plan is key to success.
5) Financial success is a marathon, not a sprint.

About Bond Financial Group

At Fiduciary Financial Group, they hold to the highest standard of professional ethics … the fiduciary standard of care. It’s a simple concept, but one that doesn’t exist in many client / advisor relationships: just give advice and recommendations that benefit the client. Always. No exceptions. They offer in-depth financial planning and wealth management. This includes not only the client’s budget and investments, but also the equity plan, beneficiary appointments, mortgage and business financing, insurance documents, declarations, and more. Their incentive is simple: grow your money as much as possible within risk tolerance. They trade in liquid investments and publicly. Sometimes they will expand into non-publicly traded offers for the sake of diversification, but they have a strict rule that if they put customer funds in such a vehicle, they have also invested part of their money in the same offer. .

Advice on retirement plans for small business owners:
The world of overseeing the design, administration, and ongoing investment management of retirement plans is complex. Because they have the ability to speak the same accounting language as your accountants, payroll, and tax professionals, they can serve as the quarterback of your company’s retirement plan.

Strategic philanthropy:
With their strategic partnership with Cogeo and a wide network of real estate planning lawyers and tax professionals, they can offer you the experience to value your gifts. Planned giving, life insurance as a gift, donor-recommended funds, charitable remnants and lead trusts, charitable gift rents, etc. If you want to give, let’s coordinate the effort.