This Business Could 5X… But It’s Targeting The Wrong Customers | Dale Montgomery

Honest Wealth Builders · Mar 22, 2026 · 1h 9m

Abi Asija interviews Dale Montgomery, Director of Advanced Planning at TRS Family Office, about building a virtual family office business designed to help small and mid-sized business owners access high-level financial strategies typically reserved for the ultra-wealthy. From tax mitigation to exit planning, Dale explains how his model brings together multiple specialists under a single, coordinated system.Key takeaway: the fastest path to growth is focusing on the right customer, and in this case, CPAs are the real leverage point, not business owners.Dale explains the virtual family office…