• Your Financial and Personal Lives Maximized


    Helping affluent families and individuals accomplish more with their wealth through a Virtual Family Office so they can live the life of their dreams.


    Book Your Discovery Meeting

  • Are your assets working effectively for you?



    Know the health of your wealth!

    Take the Stress Test

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Your Financial and Personal Lives Maximized

A Tailored Approach to Your Financial Future

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.

Read the article

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.
This is how you do it.

Is a VFO right for you? 

Get your answers here.


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Financial

Stress Test

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.

Book Your 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. 

Get Our Report
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 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.

Preview the Book
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