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.
Because 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.
|
|
Watch and listen live or anytime!
We're talking about the Virtual Family Office on our shows.
Our new video program airs LIVE on Facebook monthly and then is available on-demand as both a video and audio podcast.
Episode #1 just released: "Stress Tests--What They Are and Why They're Important." Click to watch now on YouTube. Or listen to the audio version available here on Apple Podcasts. |

Join Vince Annable when he welcomes Angelo Robles, CEO of Family Office Association of America to discuss family wealth management during uncertain times. Also, gain an understand of the importance some of today's family office standards and practices, Watch or listen to Episode number 42 of Your Money Manual with Vince Annable!