VFOServices
Access coordinated expertise across tax, legal, risk, and business advisory through our Virtual Family Office mode, built to serve your full picture.
A Centralized Approach toComplex Wealth
The Virtual Family Office model is ideal for clients seeking a holistic approach without the burden of managing multiple professionals. We become your central point of contact, ensuring communication flows between all key advisors and that every decision aligns with your overarching goals.
Your VFO includes coordination across five disciplines:
- Tax Strategy & Compliance
- Legal Structuring & Asset Protection
- Risk Management & Insurance
- Business Advisory & Value Growth
- Financial Planning & Investment Oversight
We lead this process on your behalf—so you can focus less on managing complexity and more on living with clarity.
TaxServices
Tax planning shouldn’t be reactive or once-a-year. We work closely with your CPA—or provide tax coordination directly—to ensure your wealth is structured tax-efficiently across income, investments, estates, and business activities. From year-round planning to strategic entity structuring, we help you reduce liabilities and avoid costly surprises.
LegalServices
Legal decisions affect everything from your personal wealth to your business continuity. Through strategic partnerships with trusted legal professionals, we help ensure that your estate, entities, and asset protection structures are aligned with your intentions. Whether you’re updating a trust, drafting a buy-sell agreement, or organizing ownership structures, we help you stay protected and compliant.
RiskMitigation
We believe true wealth isn’t just about accumulation—it’s about protection. Our risk team evaluates your current coverage and exposure, identifying blind spots and tailoring insurance strategies to fit your goals. From life and disability insurance to liability coverage and asset protection, we ensure every risk is addressed intentionally.
BusinessAdvisory
Your business is a critical component of your wealth. We help business owners build enterprise value, enhance operational efficiencies, and prepare for succession or sale. Our advisors support everything from strategic planning and partnership structuring to exit strategies designed to maximize value and legacy.