One team for everything financial.
Tax, investments, retirement, and business strategy, handled by one team, on one secure platform, for you the business owner.
What is the Virtual Family Office?
A Virtual Family Office (VFO) is one platform and one team of financial specialists, all working for you, the business owner.
Most owners use several advisors who rarely talk to each other. Things get missed and mistakes get made. We put one team behind every financial decision so that doesn't happen.
What the Virtual Family Office solves
Six reasons business owners and high-net-worth families choose the VFO model.
Accessibility & Flexibility
Meet with your team from anywhere. No driving across town to four offices.
Scalability
Support that grows with your business as it grows.
National Reach
Access specialists and advisors from anywhere.
All Services in One Place
Everything coordinated under one strategy.
Secure Technology
A secure environment for planning and collaboration.
Cost-Effective
Family-office level support without building your own team.
How it works
Three steps from first call to ongoing support.
Schedule a Call
A complimentary 15-minute call to learn about your business, your goals, and what you have set up today. No pitch, just a chance to see if we're a fit.
Discovery Meeting
A full review of your business and personal finances: income, expenses, goals, and how everything is structured. We identify strengths and opportunities.
Ongoing Coordination
We become your single point of contact, coordinating the specialists behind you and adjusting the plan as your business evolves.
VFO services may be right for you if:
You're tired of juggling accountants, advisors, and consultants who don't talk to each other.
You want tax strategies that reduce what you owe over time, not just a return filed in April.
You're scaling or planning an exit, and want your business and personal finances pointed at the same goal.
You want your finances handled in one place, with one plan.
VFO may not be a good fit if:
You'd rather do it yourself and aren't looking to bring in a team.
You're not open to changing how things are set up today.
You're happy with check-in-once-a-year advice and don't want an ongoing relationship.
Ready to take control of your financial future?
Let us handle the coordination so you can focus on running your business.