In the past, you would have needed to have a net worth of
$150 million or more to create your own single family office. 

​Not anymore.

You Deserve Better Than "Good Enough"

At some point, the financial success you've created may require a higher level of service to help you achieve all that you want in life for you and your loved ones--a level of service that may go above and beyond what your current financial advisor or wealth manager are able to provide.  That's where the Virtual Family Office (or VFO) comes in.  Unlike traditional family offices that only the Super-Rich can afford to pay millions of dollars per year to staff, a VFO offers you the same kind of elite wealth management solutions from premiere experts in the areas of tax planning, estate planning, portfolio management, insurance and more, without the need to hire your own salaried staff.  

A high-performing VFO can make a lot of sense if your life and financial world face uncertainty.

Whether you're an entrepreneur who owns your own business, a physician or dentist with your own practice, a successful professional in the C-suite, or retired with a legacy to protect, you may encounter unique challenges that require specialists to help you make the right decisions with your money.   These are the times when you deserve the best-of-the-best.  Our alliance of acclaimed experts build close relationships with clients  to understand them, their unique needs, concerns and objectives in order to provide the appropriate solutions for each and every situation. 

Get the free tools now that will help optimize your financial world.

Financial Stress Test
Our stress testing process systematically evaluates whether the financial and related services and products you are using will deliver the results you expect while ensuring that you are not missing any meaningful opportunities. We can help you make sure that you are making smart decisions and confirm that you are working with truly capable professionals.  (Your email address and phone number are required in order to schedule the FInancial Stress Test.)

---

Your Optimal Financial World intro brochure​
This overview begins with a clear explanation of the wealth management hierarchy, followed by a brief discussion of how the structure of the Virtual Family Office (VFO) may offer you distinct advantages that most financial advisors and wealth managers may not offer.   You'll also learn about The Household Endowment Model® the cornerstone of a comprehensive wealth planning strategy inspired by highly successful Yale Endowment.

---

Your Optimal Financial World​ e-book
Written by Russ Alan Prince and John J. Bowen Jr.  For many successful people, a virtual family office is often the most cost-effective and generally easiest way to optimize their financial world. Your Optimal Financial World will give you the knowledge you need to make the informed decisions that will take you forward.