Resources

Get the free tools and resources that will help optimize your financial world.

Videos

Financial Stress Test

Our stress testing process systematically evaluates whether the financial and related services and products you are using will deliver the results you expect while ensuring that you are not missing out of any meaningful opportunities. We can help you make sure that you are making smart decisions and confirm that you are working with truly capable professionals.

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PREPARING STRATEGICALLY FOR YOUR FUTURE

A distinguishing attribute of Virtual Family Offices is the ability to help you avoid mistakes and missed opportunities. This is often done through stress testing. Stress testing is a systematic way to evaluate whether the financial and related services and products you are using will deliver the results you expect, and to ensure you are not missing out on any meaningful opportunities. With stress testing, you could accelerate the transition to your optimal financial world. You don’t have to wait.

Podcasts

Your Optimal Financial World brochure​

This free brochure begins with a clear explanation of the wealth management hierarchy, followed by a brief discussion of how the structure of the Virtual Family Office (VFO) may offer you distinct advantages over traditional financial advisors and wealth managers. You’ll also learn about The Household Endowment Model®, which is the cornerstone of a comprehensive wealth planning strategy inspired by the highly successful Yale Endowment.

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Your Optimal Financial World​ e-Book

This free e-book is written by Russ Alan Prince and John J. Bowen Jr.  For many successful people, a virtual family office is often the most cost-effective and easiest way to optimize their financial world. Your Optimal Financial World will give you the knowledge you need to make informed decisions to take you forward.

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Flash Reports

We’re committed to your ongoing financial education with useful tips and information so you can pursue your financial goals with confidence. These monthly reports are brought to us by the VFO Inner Circle, a global financial concierge group that keeps us up to date on the latest research and strategies for addressing the key concerns of successful people like you.

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White Papers

Our white papers have been carefully researched and designed to educate you about ideas and proven strategies that may provide you with certain wealth management advantages depending on your current situation, financial goals, and other considerations.

The Value of a Virtual Family Office

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