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Virtual Family Office

The Right Solution

Our Virtual Family Office offers a bespoke, concierge-level approach to managing the complexities of both personal and business wealth. With coordinated expertise across tax strategy, asset protection, legacy planning, and corporate advisory, we provide seamless integration and strategic oversight for every facet of your financial world. This is not just planning—it’s the quiet confidence of knowing every decision is aligned, every risk mitigated, and every opportunity maximized.

How it Works

Flowchart illustrating a virtual family office setup. Starts with 'You,' leading to 'Proactive Planning Team,' then 'Virtual Family Office' at the center. Surrounding services include 'Tax Planning,' 'Risk Mitigation,' 'Wealth Management,' 'Legal Services,' and 'Business Advisory.'

We’re here to empower entrepreneurs and families to maximize their wealth through proactive tax strategies and personalized financial solutions. 

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For Personal

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Personal Planning Focus

  • Financial Planning (Investments, Retirement, Social Security, College Expenses, Safe Money Options)

  • Advanced Planning (Personal Tax Reduction, Asset Protection)

  • Legacy Planning (Trust Planning, Estate Planning, Charitable Planning)

  • Insurance/Risk Management (Risk Management, Life Insurance, Personal Health Insurance, Long Term Care, Disability Insurance)

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For Business

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Business Planning Focus

  • Business Strategy (Direction/Vision, Business Growth, Leadership Skills, Culture & Accountability, Succession Planning)

  • Business Finance/Costs (Financing Options, Reducing Operational Costs, Tax Strategies)

  • Business Protection/Risk Management (Buy/Sell Agreements, Key Man Coverage, Property & Casualty Insurance)

  • Employee Benefits (Reducing Health Costs, Employee Retention, Employee Retirement Plans)

VFO is Right for You if You Want…

  • Your Wealth to Be Protected

    We go beyond expectations, helping you build your wealth and manage everything with care and attention.

  • A Trusted Team of Professionals

    Your team is built for you - accounting, legal, administrative, and advisory services working together for you.

  • To Prevent Issues From Happening

    With our proactive and holistic guidance, we’ll plan ahead so you and your family always end up on top.

Get Started
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Get Started

With a Virtual Family Office, you gain more than strategic guidance—you gain a trusted partner committed to preserving and elevating your legacy. Our holistic, high-touch approach ensures every financial decision supports your long-term vision, both personally and professionally. This level of service is intentionally reserved for a select number of clients, allowing us to deliver the discretion, depth, and attention your wealth deserves.