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 million 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.
Owners of Home Services Businesses:
Considering Selling Your Business Soon?
- Don't leave money on the table.
- Maximize your company's value.
- Minimize taxes on your proceeds.
Is a VFO right for you?
Get your answers here.
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Stress Test
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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 High-Performing VFO
If you’re an entrepreneur or high-net-worth individual, a VFO may be particularly useful in providing needed solutions to your unique financial concerns. Our new book will help you understand how a VFO can help you maximize your financial and personal lives.
