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What is a VFO? Virtual Family Office Video
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WHAT IS A VFO?
The roots of the VIRTUAL FAMILY OFFICE (or VFO) stem from the SINGLE-FAMILY OFFICE (SFO), which utilizes the best experts available to provide an elite wealth management solution to help extremely rich families make smart decisions about their wealth. Each of an SFO’s experts commit their skills and resources to help the family it represents address specific and often-complex needs like…
Strategic tax planning and mitigation
Asset management
Wealth preservation
Estate planning
Business succession planning
Magnifying their charitable impact
And even lifestyle management
…all coupled with the ability to handle other aspects of their lives.
And today, what's amazing is that because of rapid advancements in technology and access to state-of-the-art experts, a VFO can be created for those families with just a few million dollars.
No longer is it necessary to hold a quarter of a billion dollars in assets or more in order to receive a level of service that was once associated only with traditional single family offices.
In a VFO, the wealth manager acts as a personal chief financial officer for successful families. The family’s needs are determined by the results of a family wealth stress test. Those results are discussed during a discovery meeting between the family and the wealth manager, who brings together highly skilled experts--as-needed--to provide custom-tailored solutions to meet the family’s needs and objectives.
For their part, these experts, working together as a team with the wealth manager as the quarterback, are key to the success of a high-performing VFO. As some of the most experienced and respected professionals in their fields, they work closely together with absolute integrity and laser-like focus on the family’s best interests at all times.
That’s how and why today’s VFO’s can help up-and-coming wealthy families build amazing lives of significance, take care of the people they love and the causes they care about so they can make a major impact in the world.
The roots of the VIRTUAL FAMILY OFFICE (or VFO) stem from the SINGLE-FAMILY OFFICE (SFO), which utilizes the best experts available to provide an elite wealth management solution to help extremely rich families make smart decisions about their wealth. Each of an SFO’s experts commit their skills and resources to help the family it represents address specific and often-complex needs like…
Strategic tax planning and mitigation
Asset management
Wealth preservation
Estate planning
Business succession planning
Magnifying their charitable impact
And even lifestyle management
…all coupled with the ability to handle other aspects of their lives.
And today, what's amazing is that because of rapid advancements in technology and access to state-of-the-art experts, a VFO can be created for those families with just a few million dollars.
No longer is it necessary to hold a quarter of a billion dollars in assets or more in order to receive a level of service that was once associated only with traditional single family offices.
In a VFO, the wealth manager acts as a personal chief financial officer for successful families. The family’s needs are determined by the results of a family wealth stress test. Those results are discussed during a discovery meeting between the family and the wealth manager, who brings together highly skilled experts--as-needed--to provide custom-tailored solutions to meet the family’s needs and objectives.
For their part, these experts, working together as a team with the wealth manager as the quarterback, are key to the success of a high-performing VFO. As some of the most experienced and respected professionals in their fields, they work closely together with absolute integrity and laser-like focus on the family’s best interests at all times.
That’s how and why today’s VFO’s can help up-and-coming wealthy families build amazing lives of significance, take care of the people they love and the causes they care about so they can make a major impact in the world.
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