Dale Montgomery on Why Business Owners Need a Virtual Family Office
You have a CPA. You have a financial advisor. Maybe even an attorney. But when was the last time all of them were in the same room, looking at your full picture together? For most business owners, the answer is never. And that gap is quietly costing them.
In this episode of BizBlend, host Sana sits down with Dale Montgomery, author and Certified VFO Professional, to explore how the Virtual Family Office model brings coordinated, team-based financial planning within reach of small and mid-sized business owners. From advanced tax strategy to mindset shifts that unlock real growth, this…
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