Services

We’re proud to provide a full range of world-class elite wealth management services to meet the needs of affluent individuals and families and successful business owners.

Our team works side-by-side with our alliance of respected financial professionals, tax strategists, CPAs, estate planning attorneys and more to develop a plan which will include unique, proven financial strategies to help you pursue and ultimately reach your goals with confidence and conviction, all while leading an amazing life of significance.

And along the way, when you’re inevitably faced with life’s twist and turns, we’ll be right there for you to make the corrections and modifications necessary to get you back on track and moving forward.

VFO Advisory Group offers you elite wealth management solutions from premiere experts in the areas of tax planning, estate planning, asset management, wealth preservation and more, without the need to hire out your own individual salaried staff. Below are just some of the areas in which we work to make your financial world seamless.

Strategic Tax Planning and Mitigation

Tax planning and mitigation is an important component for your overall wealth management plan. Our tax partners will work to see that you pay no more tax than the law requires, and they will recommend tax saving strategies after a thorough stress test of your current tax situation. Our tax team will also monitor and alert you of changes in the tax law that could affect you and your family in the future.

Asset Management

Management of all your financial holdings is crucial to protecting and preserving wealth. Our asset management team focuses on your investments, including stocks, bonds, mutual funds, ETFs and all private investments. Our team will systematically work to manage your assets to ensure they are meeting expectations and desired objectives.

Wealth Preservation and Estate Planning

To optimize your current and future wealth you must have a formal strategic asset protection plan in place. The logic of asset protection planning is clear: You build a moat around your assets that is as difficult as legally possible for litigators, creditors and others to cross.

Wealth Preservation

Protecting your hard-earned assets in perhaps the most volatile era in generations can be easier than you think. Wealth Preservation entails maximizing the probability of achieving all your important financial goals. Our investment team focuses on preserving your wealth for the next generation and beyond your lifetime. We work with you through the inevitable highs and lows of market cycles to create strategies that will work to not only grow your wealth, but set you up to protect your hard-earned assets. Times have changed, and so have investment strategies in the new world. Today, client education and consistent monitoring are a must for investors.

Estate Planning

We believe that a carefully conceived estate plan is a critical component of a long-term financial strategy and crucial to protecting your assets for your loved ones today and for future generations to come. This planning is based on the long-term, but must be nimble and concise to adjust to sudden political or legislative change. Global opportunities must also be available where applicable. VFO Advisory Group offers comprehensive estate planning services.

Business Succession Planning

The demands of running a family business or other company can be all-consuming, but we believe it is crucial to establish your organization’s succession plans. Afterall, you’ve worked hard to build a successful business and you should work just as hard to ensure your business is well taken care of and set up for success in its next chapter. You are responsible for what happens to your business when you move on, but you don’t have to shoulder that burden alone. Our team of professionals works with you to address your business and personal goals and we are committed to the successful transition of your business whether that be to family members or new owners. Comprehensive tax planning is a must and should be addressed in advance of transition events.

Mergers and Acquisitions

Many of our clients are entrepreneurs or business owners. At any time, there could be opportunities to sell a business or acquire a new one. You never want to miss an opportunity due to lack of planning. The key is having a team in place able to do the proper analysis and determine economic impact.

Magnifying Charitable Impact

The causes you care about are important and being able to give back to charities that matter to you is a wonderful benefit of your financial success. As part of our holistic wealth management plan, our team works to help you give more strategically and tax-effectively so you can have an even greater impact on the charities you care about.

Lifestyle Management

We understand that managing your financial world means more than simply investing your money. Our team of experts have experience in helping our clients navigate life’s transitions while planning for the financial effects of things like marriage, divorce, retirement, disability, job change and much more. Another important key piece of lifestyle management is our access to concierge medicine in case of major family health issues. We’re here to help you not only make well-informed decisions about your money, but to also create an overall amazing life of significance.

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