A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with over $100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations.
Our Virtual Family Office (VFO) service takes Elite Wealth Management to the next level. This service is customized to fit your needs and to address what is most important to you. By bringing together who we consider the best of the best in areas like accounting, legal, tax planning and more, our Austin wealth managers are able to help design your wealth to support the quality of life you desire.
This service is ideal for affluent families and driven entrepreneurs and may be perfect for your family if you feel you have outgrown your current wealth management firm.
A VFO is for those who want to create more wealth and more success, in order to take care of those you love, the causes you care about, and to make a difference in the world.
Watch our video below to learn more about the ways in which a VFO can serve your needs.