For Business Owners Looking to Reduce Taxes, Protect Wealth, and Grow With More Clarity and Confidence
Order your copy of The Virtual Family Office Advantage below.
You’ll also have the chance to schedule a conversation with our team if you’d like help applying these ideas to your own situation.
In this book, you’ll explore:
- Why many business owners feel stuck
How working with disconnected advisors leads to fragmented decisions—and what you can do to change it. - How the Team-Based Model brings clarity and direction
A coordinated approach across tax, legal, risk, wealth, and business advisory that supports better decisions. - Strategies the ultra-wealthy have relied on for generations
The foundational principles Rockefeller used to protect and grow his wealth, adapted for today’s business owners. - Where traditional planning falls short
How poor coordination leads to tax inefficiencies, avoidable risk, and missed opportunities. - How a Virtual Family Office strengthens your business
A streamlined model that supports long-term growth, resilience, and more time for strategic work. - Stories from real business owners
Examples of people who lowered taxes, solved persistent challenges, protected their families, and grew faster with a coordinated plan.
Meet The Author
Dale Montgomery, Founder of Tax and Retirement Specialists and a Certified Virtual Family Office Strategist, brings more than 30 years of firsthand business experience—from real estate to investing to advising entrepreneurs.
He guides business owners through a coordinated, specialist-driven planning model once available only to the ultra-wealthy. His mission is to help small and mid-sized business owners gain the clarity, confidence, and structure they need to make well-informed decisions.
The Virtual Family Office Advantage outlines the framework Dale uses every day to help business owners grow, protect, and eventually exit their companies on their terms.