Your Virtual Family Office: Comprehensive Wealth Management So Your Can Build Your Life of Significance
What Would You Do If You Didn’t Have to Worry?
Our Virtual Family Office (VFO) model is designed to provide you with the comprehensive support and personalized attention you need to navigate the complexities of wealth management.
We act as your Financial Director and your Dedicated Advocate, coordinating a team of trusted advisors, including CPAs, attorneys, and your other professional advisors, to create a unified and effective financial strategy.
Our VFO model offers a concierge level of service, ensuring that all aspects of your financial life are seamlessly integrated and aligned with your values and your vision. With our VFO model, you have a trusted partner and advocate by your side, championing your financial well-being and empowering you to live your life of impact.
Your first call when you need guidance.
Our VFO model is designed to provide you with a comprehensive and personalized wealth management experience.
Collaboration: We foster seamless collaboration among your trusted advisors, ensuring a cohesive and integrated approach to wealth management. This means we can work seamlessly with your existing CPA, attorney, and other professionals, or we can leverage our extensive network of strategic advisors to build a comprehensive team tailored to your specific needs.
Personalization: We tailor strategies to your unique needs, goals, and values, providing a truly bespoke experience. Your financial plan is not off-the-shelf; it's carefully crafted to align with your specific circumstances and aspirations.
Proactive Planning: Our collaborative process is designed to anticipate challenges and develop strategies to mitigate risks to protect your financial future. We're not just reacting to market changes; we're proactively planning for the future, so you can navigate life's uncertainties with confidence.
Comprehensive Services: Our VFO model encompasses a wide range of services, including investment management, financial planning, estate planning, tax optimization, philanthropic planning, and risk management. This means all aspects of your financial life are considered and integrated into a cohesive strategy.
Time Savings: We handle the complexities of wealth management, freeing up your valuable time to focus on what matters most to you – your family, your business, and your passions.
Supporting You Beyond the Traditional: We provide access to specialized guidance in areas such as long-term care, divorce planning, business planning, and succession planning. We also leverage our extensive real estate experience to provide valuable insights and support in this critical area.
Peace of Mind: We provide peace of mind, knowing that your financial affairs are handled with care. You can focus on what matters most to you, confident that your financial well-being is in capable hands.
Our VFO Model is Designed For:
Individuals and Families with complex financial needs
Business Owners and Entrepreneurs seeking to integrate their personal and business finances
Individuals and families who value personalized attention and a collaborative approach to wealth management
Those who desire a concierge level of service and a deep, trusted relationship with their wealth advisor