Virtual Family Office
Proactive and Holistic Planning
What if all your key tax, legal, financial, risk management, and business advisory services were coordinated and cooperative as an elite team for your benefit? Welcome to the VFO experience: the Virtual Family Office, where proactive planning opportunities, matched with your goals, is the norm.
Our Story
Most financial services firms have a special niche and tend to focus very well on one or two particular area of expertise. That is a good thing to a limited extent. But as your business, estate, investments, insurance, and tax planning needs mature, without holistic focus in all these areas, great opportunities, aka--a small fortune, might pass you by without you ever knowing about it.
No one knows everything, but with our Team Model VFO approach, we evaluate, and educate to assemble a custom VFO for you. From a pool of seventy-five of the top vetted specialists in these areas of your greatest needs, in essence, you can have a fractional ownership in a Family Office, a team of experts dedicated to your business and personal financial needs.
