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