- Private Client Application -

This application will help us determine whether you're the right fit. It will take you about 3 minutes to submit. Let's do our best here.

First Name *

Last Name *

Email (this email will be used for our client private portal if accepted) *

Phone (no spam, just for our records if you are accepted) *

How much did you pay in income tax the last year you filed? *

How much will you pay in Federal income tax this year if you don't make changes to your current situation? *

What is your annual revenue? *

What is the name of your business? *

You may have multiple, but what is your core?

What state(s) do you do business in? *

Please list all

Do you have an estate plan in place for your business and personal assets? *

Yes

I have one but its not setup.

(not one sitting in a drawer somewhere, an actual functional living, updated estate plan)

Do you have a liquidity event happening this year? Capital gains from selling RE, stock, business or personal asses. *

Yes

Maybe

Are your taxes and bookkeeping up to date? *

Yes

Do you have any pending IRS issues, lawsuits or divorce? *

Yes

If you selected 'Yes', please briefly disclose all current situations below:

If we end up working together, what are the main 1-2 things you'd want to accomplish in the next 90 days? *

What would make this a HUGE win for you?

How long have you been in your curent situation of paying over 200K a year in tax? *

What would make this a HUGE win for you?

What makes now a good time to fix these issue you are having in your company? *

What makes you think this is the right move for you right now?

Can you commit to multiple zoom meetings over the next 90 Days, then quarterly for 45 minutes? *

Yes

By checking this box, I consent to receive non-marketing text messages from Waldensia Virtual Multi-Family Office about my application and next steps. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new offer updates among others, from Waldensia Virtual Multi-Family Office, at the email provided. Frequency may vary.

- Private Client Application -

This application fee will be fully refunded if you are not accepted as a private client.

If you are accepted, this payment will automatically enroll you in our month-to-month advisory membership or be credited toward your annual payment.