“The Whole is Greater than the Sum of Its Parts”-Aristotle

Most sources attribute this saying to the Greek philosopher Aristotle sometime back in the 4th Century.

Why would I be writing a financial blog about a quote from a guy written in ancient times? Well it’s due to the concept behind the quote. The basic meaning is that a team or the whole is better than the individual or parts can be alone.

Take our “virtual family office” service and consider how this works for our clients. In our businesses and personal life we are “wearing many hats” and coordinating many functions. We likely count on many different advisors handling different tasks to help us manage our business and family operations.

Have you ever consider how inefficient this is? We have our legal professionals giving us recommendations. Then we have our CPA and tax professionals giving theirs. We likely have financial advisors, insurance agents, and bankers all giving us their advice as well. Not to mention wellness and other personal advisors. The problem is you are in the middle of all of this and none of them are talking to each other. This can create chaos and confusion leading us to make decisions based on convoluted and mismatched information. Not to mention that time that you need to take out of your already busy schedule.

Introducing our virtual family office designed to solve this issue. We take your place in the middle of your team of advisors and create a system of collaboration and clarity. We act as your “financial director” being the one point of contact for all. This allows you to still set the direction and vision for your life while giving you back time to focus on what’s most important to you. It’s a team-based model built to integrate the top professionals in a strategic partnership to serve your family’s personal needs.

Want to learn more about our virtual family office approach and if it’s the right fit for you? Schedule a complimentary call with us.