White Papers

The Virtual Family Office

No longer does one need to be among the Super Rich to receive elite-level consultation and management of their wealth.  Learn how a virtual family office (VFO) works to provide real solutions that address the complex financial and lifestyle needs of up-and-coming affluent people like you.

What's most important to you? How do you want to make an impact? By optimizing your financial world with the help of a VFO, you can realize your biggest dreams and truly make a difference in your family, your community, and the world. This paper will explain how VFO's work to help make that possible.

Tax Planning Strategies & Solutions

At VFO Advisory Group, tax planning is a key feature of the overall wealth management process to help us enhance the wealth of our clients. This white paper discusses a number of tax mitigation and reduction strategies allowed by law that your CPA or tax adviser may not be familiar with.

Thoughtful Decision-Making in a Family Business

Family business owners have to strike the right balance between their various values and the need to be fiscally prudent and smart. If these are misaligned, bad results can occur.  This white paper offers guidance on finding that balance to resolve conflicts and prevent them down the line.

The Irrevocable Installment Trust

If you're looking to sell a business in the near future, an Irrevocable Installment Trust could help you to defer taxes on capital gains while optimizing your benefit from the sale and protecting your wealth. In addition, this trust has the potential to generate more wealth than a traditional business sale.

Harness the Power of Captive Insurance

What do 12 percent of today’s top business owners have that

you probably don’t?  A captive insurance company.  Creating one for your business can help you better manage your risks in a much more systematic, tax-efficient and potentially profitable way. Get the details inside.