The CPA community has thrived throughout this time due to their diversified portfolio and ability to bring value to businesses in all sectors of the economy. At Virtual Family Office Hub, we are proud to have supported hundreds of CPA firms and family offices around the country. We have helped them mitigate complex income tax situations involving h…

Tune in with ya girl Keena J as she discuss taking shit too personal

Alex Sonkin founded the Due Diligence Project, the Virtual Family Office Hub, and originated the idea that sparked GoMacro. The Due Diligence Project is an open-source, global community of 500+ peer-selected CPA Firms, Law Firms, Family Offices, and Specialists who participate in a revolutionary vetting system to independently analyze, rate, rank, …

Alex Sonkin founded the Due Diligence Project, the Virtual Family Office Hub, and originated the idea that sparked GoMacro. The Due Diligence Project is an open-source, global community of 500+ peer-selected CPA Firms, Law Firms, Family Offices, and Specialists who participate in a revolutionary vetting system to independently analyze, rate, rank, …

Join Keena J on the first episode as she speaks on removing the cap and saving yourself in the top I’m Not Your Superwoman

Richard Wilson is the founder and head of the Family Office Club, the largest membership-based family office association with over 1,750 registered family office members and 25 live events per year. He helps implement performance-based family office solutions for $100M+ net worth families through his company Centimillionaire Advisors. What you will…

Matthew Fargo is an elite virtual family office, elite CPA firm out of Boulder, Colorado. They serve ultra-high net worth business owners. He specializes in providing assurance, tax and business advisory services to emerging growth, small and mid-sized businesses. What you will learn from this episode: How Matthew got started and how he became an e…

Brian Kerrigan is an elite virtual family office professional, elite CPA with a tax focus serving ultra-high net worth business owners. He's also a specialist as part of The Due Diligence Project, Virtual Family Office hub. He has provided tax compliance and consulting services for large public and privately held companies throughout New England fo…

Herman Cardenas is an elite real estate developer and a very successful technology business owner that has sold companies to GE, Microsoft, and Clear One. Herman is investing in and applying his expertise to the development of real estate projects in and around Austin, Texas. His latest companies, IMPACT Developers and M Builders, specialize in the…

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En este nuevo episodio de Due Diligence tenemos el placer de contar con Joan Tubau. Joan es profesor de Economía en la Universidad Pompeu Fabra y además es fundador de Cardinal, un programa orientado a poner rumbo a tu carrera profesional manteniendo la opcionalidad abierta en todo momento. Creemos que la perspectiva de Cardinal está perfectamente …

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En este nuevo episodio de Due Diligence tenemos el placer de contar con Ignacio de las Heras. Nacho cuenta con un perfil muy polivalente, empezó su carrera como ingeniero aeronáutico en Airbus, posteriormente ha trabajo como Data Scientist para diversos fondos de inversión, SWFs y también en el sell-side para UBS London en el departamento de Algori…

Elliott Holland is a graduate from Harvard Business School. He is an elite professional that founded Guardian Due Diligence, a boutique firm that leads due diligence processes for family offices, investors and private equity firms. What you will learn from this episode: Why due diligence is even more important now during the Coronavirus crisis How …

Mr. Roy farmer, is the top ESOP specialist in the country, part of the virtual family office hub and part of the due diligence project. He serves elite, ultra-high net worth business owners and differentiates himself from his competition. Roy Farmer is also a Managing Director of BTA Inc. and has been actively involved in the financial industry sin…

Valerie Colin is a senior tax shareholder with Gumbiner Savett Inc. in Santa Monica. She has over 30 years of experience in tax, accounting and business consulting. A former auditor turned tax practitioner, she helps her clients optimize their tax situations with an emphasis on recognizing income and deductions for tax purposes, maximizing availabl…

Sherry Tolbert, President at The Tolbert VFO, is a Certified Virtual Family Office (VFO) Professional and CPA with 27+years of hands-on-experience helping business owners, entrepreneurs, and real estate investors rescue millions of dollars in unnecessary taxes. She helps affluent business owners significantly reduce their tax bill using the same st…

Mike Jesowshek heads an elite virtual family office and is an elite CPA. He serves high net worth individuals and business owners around the country. Mike is a managing partner of JETRO and Associates. He works to help small business owners with accounting methods and taxes tailored to their businesses. Mike specializes in helping law firms, fitnes…

Dale Spradling Ph.D., CPA, provides elite, virtual family office services. He worked in the IRS for 10 years, then in private practice and as a college professor. Dale currently works with ultra-wealthy business owners and families. He offers unique value to the Due Diligence Project. What you will learn from this episode: How Dale aims to zero out…

John Power is a CPA, Certified Tax Strategist, and President of Power Virtual Family Office. John serves ultra-high-net-worth clients around the country, delivering amazing benefits to them. He works mainly with the owners of closely held businesses. What you will learn from this episode: How John’s firm was able to increase a client’s tax savings …

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…

Wesley Sierk is the President and Lead Strategist for Risk Management Advisors, Inc, and a Board Member of The Due Diligence Project™. Wesley is an expert in captive insurance design, implementation and management. He is a frequent speaker to industry associations as well as law and CPA firms on asset protection and how ordinary businesses can esca…

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 experien…

En este nuevo episodio de Due Diligence tenemos el placer de contar con Jaime Costero. Jaime es Rates Strategist en el departamento de research de uno de los principales bancos de inversión del mundo y actualmente se encuentra basado en Londres. A través de su ya extensa experiencia Jaime nos desvelará las claves del trabajo en la parte de research…

En este episodio tenemos el placer de contar con una invitada experta en real estate, Africa Espinosa de los Monteros. Africa es Associate en Brookfield Asset Management y cuenta con una larga trayectoria en el sector de la gestión de activos en la vertiente enfocada al sector inmobiliario. Previamente a su incorporación a Brookfield Africa trabajó…

Uno de los temas que más se suelen ponderar a la hora de tratar de dar el salto al sector financiero o quizás simplemente de progresar dentro del él es de las certificaciones y másters. En este episodio Edu y Jorge nos darán las claves de dos de las opciones más conocidas y valoradas, la certificación CFA y la realización de un MBA. Es importante t…

En este nuevo episodio de Due Diligence tenemos el placer de contar con Luis Fernando Robledo, Senior Business Analyst en McKinsey & Company e Investment Manager en Kibo Ventures. A través de su ya extensa experiencia Luis nos contará las claves del trabajo como Business Analyst en consultoría estratégica y su experiencia posterior en el mundo del …

En este episodio contamos con un invitado de una de las gestoras más conocidas en nuestro país, AzValor Asset Management. En particular entrevistamos a Ignacio Olave, uno de los Investor Relations de la casa AzValor. Quizás el rol de IR es algo más desconocido entre los candidatos a trabajar en gestión de activos pero no por ello menos interesante.…

En este episodio contaremos con un nuevo invitado, Francisco Parga Valle, CFA actualmente partner en DBF Finance. Fuco, como le conoce todo el mundo, cuenta con una amplia experiencia en Big4, concretamente en departamentos de Transaction Services. Ha fundado su propia empresa desde la que prepara a sus alumnos para superar con éxito la certificaci…

Después de un parón veraniego en Due Diligence volvemos con nuevo contenido sobre carreras profesionales en el sector financiero. En esta ocasión de la mano de Luis Garci?a Alvarez, CFA y actualmente portfolio manager del Mapfre AM Behavioural Fund. Un fondo con la particularidad de incluir las finanzas del comportamiento como parte activa de su pr…

En este episodio contamos con Daniel Tello Rivero, ex-Cecabank y ahora asesor del fondo Esfera II Azagala. Daniel cuenta con una amplísima experiencia como trader de government bonds e interests rates así como en la parte de originación de DCM. Nos contará en qué consiste realmente el trabajo de un trader, de DCM, de la sala de tesorería de un banc…

En este episodio contamos con nuestra segunda invitada, Natalia García ex-JPM ahora Caixabank. Natalia es Assistant Director en el departamento de Debt Capital Markets Origination - FIG, Private Debt & Project Bonds de Caixabank. Cuenta con una trayectoria excelente, desde su primera etapa como Business Analyst en Everis pasando posteriormente por …

En este episodio contamos con dos invitados de honor, Luis de Blas y Jesús Domínguez gestores y fundadores de Valentum Asset Management. Luis y Jesús nos contarán cómo iniciaron su carrera en el sector financiero, su paso por el sell side hasta llegar al buy side, no solo como analistas o gestores sino emprendiendo su propio proyecto fundando su ca…

En este episodio contamos con nuestro primera invitada, Tania La Menza. Tania es Associate en Tristan Capital Partners, un fondo de Real Estate basado en Londres. Cuenta con una trayectoria excelente, con una primera etapa como consultora de Real Estate en Aguirre Newman y posteriormente en la división de RE de Goldman Sachs London. Hablaremos de s…

En este episodio contamos con nuestro primer invitado, Alexander del Olmo, CFA Es estudiante de MBA en la London Business School y actualmente está haciendo sus prácticas profesionales como analista en la oficina de Londres de Cobas Asset Management. Alexander cuenta con experiencia en Management Solutions como consultor y como Portfolio Manager de…

En este episodio haremos una introducción muy sencilla a las diferentes posibilidades que existen tanto dentro del sector financiero como de industrias con dinámicas muy similares como pueden ser consultoría estratégica y empresas de servicios profesionales en general. A medida que avance el podcast iremos tratando cada rama más en detalle a través…