The Appeal of the Virtual Family Office

Are you a professional with a CEO mindset who’s looking for more? Are you willing to invest in your business in order to bring more value to your clients and set yourself up for success despite the rocky future that lies ahead for the financial, accounting, or legal industry?

If you are focused on maximizing client value and want to disrupt antiquated ways of thinking, we should talk.

I’m passionate about bringing together like-minded professionals to build a better model for the future of the financial, accounting, and legal sector, and produce more value for businesses and clients alike.

One way to do this is through something called the Virtual Family Office, a first-of-its-kind model based on collaboration between financial and tax professionals, resulting in proactive and holistic planning for clients and communities. I’m excited to share that I’m officially launching an email series to explore and discuss this model, called The Appeal of the Virtual Family Office.

Meet Greg Keiper, the Facilitator of The Appeal of the Virtual Family Office

Greg Keiper began his career in financial services in 2001, not long after graduating from Towson University in Maryland. Prior to his current role as President and founder of Medicare Life Annuity Insurance Group, Greg held positions in finance and mortgage lending before transitioning to Insurance Planning.

In addition to having held his Series 6 License, Greg currently holds a Certification in Long Term Care & is a National Social Security advisor.

In 2020, Greg started the Medicare Life Annuity Insurance Group, specializing in providing innovative insurance solutions & helping clients to navigate the complex Medicare marketplace. Their mission is to create personalized plans that will fit their clients’ budget, lifestyle and future needs.

In recent years, Greg has partnered with Elite Resource Team as a Team Based Model Consultant. In this role, Greg helps CPAs deliver more value to their clients through proactive and holistic planning with the help & expertise of a Virtual Family Office

As a widower who lost his wife Megan to metastatic cancer several years ago, Greg is an advocate for women’s health initiatives. In his spare time, you can find Greg watching football, volunteering & spending time with his daughter, Caroline and chocolate lab, Porter. The trio can often be found enjoying the great outdoors: camping, swimming, fishing, paddle boarding — you name it!

Greg has made it his mission to provide his clients with sound solutions that have been proven through a disciplined process. From acquiring Medicare to planning a legacy, Greg & his team at Medicare Life Annuity Insurance Group stand by their clients each step of the way.

Created by:

Greg Keiper

The Virtual Family Office model is client-centric, and works by building up a team of professionals who can provide SO much value that the client will never want to leave. When you opt-in to my email series, The Appeal of the Virtual Family Office, you’ll learn exactly how you can start building up a team of trustworthy professionals that portray you as an unbeatable one-stop-shop.

Discussion will also include an exploration of where the financial industry is headed in the years to come, steps for building and maintaining professional relationships, and a full breakdown of the unique value that a Virtual Family Office can offer.

Ultimately you have two options, go at it alone, or build a team around you. Either you invest your limited resources on figuring out “how” or spending your time discovering “who” can help.

What will you choose?

I Can’t Wait to Share More With You!