Your Financial World
Optimized
Helping affluent families, individuals, and entrepreneurs accomplish more with their wealth through a Virtual Family Office so they can live the life of their dreams.
A Tailored Approach
to Your Financial Future
In the past, you would have needed a net worth of $150 million or more to create your own single family office, but now, that's no longer the case. Our Virtual Family Office (VFO) is ideal for families and individuals starting with a minimum net worth of $1 to $5 million who are looking for a more tailored approach to their overall finances. Learn more in our short "What is a VFO" video below.
Is a VFO right for you?
Get your answers here.
Financial
Stress Test
Sign up for our Financial Stress Test to systematically evaluate whether the financial services you are using will deliver the results you expect while ensuring you are not missing any meaningful opportunities.
VFO
White Paper
Learn about today’s wealth management hierarchy and how the structure of the Virtual Family Office (VFO) may offer you distinct advantages that most financial advisors and wealth managers may not offer.
Your Optimal Financial World
If you’re an entrepreneur, you may find a VFO particularly useful in providing needed solutions to the unique financial concerns faced by business owners. This book will help you understand how a VFO can help you achieve Your Optimal Financial World.
