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How We Help

Lead a Richer Life Through Thoughtful Planning, Sensible Investing and Objective Advice.

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We’re the Virtual Family Office You’ve Been Looking For.

A Virtual Family Office (VFO) is a family office model that leverages the expertise of a network of professionals to provide a superior wealth management experience. Your network could include financial advisors, tax advisors, accountants, estate attorneys, and business consultants working together. This model is a solution for those families who want the services of a top tier family office without having to bear the costs related to a single-family office.

A VFO model can help you navigate wealth management challenges such as:

  • Tax mitigation
  • Taking care of your heirs
  • Protecting your assets
  • Business succession issues
  • Setting and funding philanthropic goals

Throughout our process, we build globally diversified portfolios using low-cost, tax-efficient asset class and index funds. A significant benefit of this investment philosophy is that it allows us to focus on the financial planning issues that matter most to you.

Our services may include:

  • Retirement Planning
  • Investment Consulting
  • Tax Planning
  • Education Planning
  • Trust and Estate Planning
  • Social Security Optimization
  • Risk Management and Insurance Analysis
  • Cash Flow Planning
  • 401(k) and Retirement Plan Consulting
  • Tax and Legal Coordination
  • Charitable Giving Planning

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Sound Like the Kind of Full-Fledged Support You Need?

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