Why Should You Use A Virtual Family Office?
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- Moving desktop elements between page sections will alter mobile and vice versa.
- Hold ‘cmd’ or ‘ctrl’ and then drag an element to a new section to avoid changes on desktop.
- Moving items within sections won’t affect the other view.
Mobile view tips
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- Think of your mobile view as a condensed summary of desktop.
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Coordinated Expertise Without the Complexity:
Instead of managing relationships with multiple advisors who may not communicate with each other, a VFO provides you with a single point of contact that orchestrates a team of specialists. Your tax strategies align with your investment decisions, your estate plan supports your business succession goals, and every financial move is part of a cohesive strategy.
Cost-Effective Access to Institutional-Level Resources:
Traditional family offices typically require $250 million or more in net worth to justify their costs. A VFO delivers similar capabilities and expertise at a fraction of the cost by sharing resources across multiple families, making sophisticated advanced planning strategies available to successful entrepreneurs and professionals with incomes starting at $250k and high net worth individuals with $1M excluding their primary residence.
Proactive Risk Management and Opportunity Identification:
Your VFO team continuously monitors changes in tax laws, market conditions, and regulatory environments that could impact your wealth. They identify opportunities for tax savings, investment optimization, and strategic planning before issues arise, not after. This forward-looking approach helps protect and grow your wealth more effectively than reactive planning.
Time Freedom and Peace of Mind:
Managing substantial wealth and complex business interests can become a full-time job. A VFO handles the details freeing you to focus on what matters most: your business, your family, and your passions.
What is a Virtual Family Office?
A Virtual Family Office (VFO) is a modern approach to family office services, leveraging technology to provide comprehensive financial planning, tax planning, wealth management, business advisory and risk mitigation solutions to high-net-worth individuals and business owners without the large overhead cost of a dedicated family office. Unlike traditional family offices, a Virtual Family Office provides services to anyone, not just one family, making high-impact wealth building strategies accessible to more than just the super rich.
Think of it as your personal team of financial experts, available when you need them, without the seven-figure annual expense of maintaining a traditional single-family office. A VFO coordinates all aspects of your financial life—from investment management and tax optimization to estate planning and philanthropic giving—ensuring every decision aligns with your long-term goals.
What Services Does a Virtual Family Office Provide?
Your Virtual Family Office acts as your financial quarterback, coordinating:
Advanced Tax Strategy
Legal Services
Wealth Management
Business Advisory Services
Risk Management
Who Benefits Most From a Virtual Family Office?
A Virtual Family Office is particularly valuable for:
- Those with incomes over $250,000 a year
- Those with a net worth over $1 million
(excluding primary residence) - Business owners with over $1M in annual revenue
The Virtual Family Office Difference
Unlike the traditional client experience that often receives disjointed and reactive advice, a Virtual Family Office starts with your unique situation, goals, and values. Every recommendation is customized to your specific needs, with complete transparency and no conflicts of interest. Your success is the only measure of success.
