Elite-Level ​​Wealth Management

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Slide A tailored approach to your financial future.

In the past, you would need a net worth of ​$150 million or more to create your own single family office, but that is no longer the case. Our Virtual Family Office is ideal for families and individuals starting with a net worth of $1 to $5 million and up who are looking for a more tailored approach to their overall finances.

Is a VFO right for you? Get your answers here.

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.

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Free VFO Report

Take a closer look at how a VFO operates, the experts involved, and how it may provide distinct advantages compared to what your current wealth manager offers.

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Free VFO E-Book

If you’re an entrepreneur, you may find a VFO particularly useful in providing needed solutions to your unique financial concerns. This book will help you understand how a VFO can help you achieve Your Optimal Financial World.

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Your Money Manual – Episode 40

Your Money Manual – Episode 39

Your Money Manual – Episode 37

Your Money Manual – Episode 35

Your Money Manual – Episode 33

Overview Video 2020 Final-Comp

Wealth Management Hierarchy

It’s important to understand the differences in the levels of financial services that are available to you today. Are you receiving the elite-level wealth management you deserve? How does your advisor stack up?

VFO Framework

A Virtual Family Office is distinctly different from traditional advisors and wealth managers in order to address the often complex needs of today’s successful families and individuals. Watch and learn how a VFO works.

What is a VFO

At some point, the financial success you’ve achieved may require a higher level of service that goes beyond what your current financial advisor or wealth manager are able to provide, in order to help you achieve all that you want in life for you and your loved ones. That is where the Virtual Family Office (VFO) comes in.

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