Virtual Family Office

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, we 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.

Family offices are professional organizations whose purpose is to manage the financial and personal affairs of families with wealth around the country. This concept of a dedicated trusted adviser committed to serving the interests of a single-family (or group of families) can be traced back through the centuries. European families have funded private family banks for generations, and family offices in their modern form really began to appear in the mid-19th century to serve the wealth creators of the Industrial Revolution – Rothchilds, Flemings, Rockefellers, J.P. Morgan, and others.

The idea of putting the most qualified financial minds and service teams at the disposal of the wealthiest families has continued to evolve to the point where it is today – a cottage industry with thousands of privately managed family offices around the world providing wealth management services for multiple generations of wealth owners. Family offices vary tremendously in the services they provide and the form they take.

Some family offices are organized as a separate company or legal entity, others are simply an extension of an existing operating business with a few people working to provide services for the owner’s family alongside the managers of the operating company. A third model is a virtual family office, often run informally by one family member who coordinates a team of external advisers on behalf of the owners. The family office is a unique family business that is created to provide tailored wealth management solutions in an integrated fashion while promoting and preserving the identity and values of the family.

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