Helping affluent families and individuals accomplish more with their wealth through a Virtual Family Office so they can live the life of their dreams.
Know the health of your wealth!
You Deserve 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 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.
Learn how today's VFO can help you maximize your family's wealth.
Read about some of the personalized strategies a virtual family office can implement for you.
Owners of Home Services Businesses:
Considering Selling Your Business Soon?
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.
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.
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.
Call (480) 889-8985
Or send us your contact details, and we'll reach out to answer your questions and arrange a free meeting at your convenience.
Visit at our office in Scottsdale at the Perimeter Center:
17207 N Perimeter Drive, Suite 120, Scottsdale, AZ 85255
17207 N Perimeter Drive, Suite 120
Scottsdale, AZ 85255
© 2023 VFO Advisory Group. All Rights Reserved.
Video by Vanessa Garcia : https://www.pexels.com/video/man-in-business-attire-sitting-in-a-park-bench-and-reading-a-newspaper-6325291/; Video by cottonbro studio: https://www.pexels.com/video/an-elderly-woman-drinking-a-coffee-10057666/; Video by MART PRODUCTION: https://www.pexels.com/video/an-elderly-man-reading-a-newspaper-9564066/; Video by ROMAN ODINTSOV: https://www.pexels.com/video/woman-reading-the-newspaper-7593617/; Video by Tima Miroshnichenko: https://www.pexels.com/video/a-man-reading-the-newspaper-5197679/