Office

FAMILY OFFICE SERVICES

WOULD YOU LIKE TO EXPERIENCE THE SUPPORT OF A FULL SERVICE AGENCY?

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UNDERSTANDING FAMILY OFFICE SERVICES

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. The company's financial capital is the family's own wealth. A family office can cost over $1 million a year to operate, so the family's net worth usually exceeds $100 million in investable assets. Some family offices accept investments from people who are not members of the owning family.

SINGLE FAMILY OFFICES

High net worth families trust us to leverage their assets to drive results. With established relationships in the family office community, we optimize and bring value to your family members. 

MULTI-FAMILY OFFICES

Our strategic team is the additional capacity you need to service your family office. We focus on strategy and growth. WIth subject matter experts and thought leaders, we not only deliver results but provide education.

WEALTHY FAMILIES

Family offices are private wealth management advisory firms that serve ultra-high-net-worth (UHNW) investors. Our team is here to support 

Why create a family office?

-Protect your family's privacy                                   

-Ensure control over family holdings               

-Simplify administrative work                                  

-Create continuity across generations

-Manage various risks facing the family      

-Oversee family enterprise and wealth

-Manage family wealth and pass it down

-Pool family resources

-Focus on family needs

 MULTIDISCIPLINARY FIRM

Multidisciplinary professional services firms are formed by law, accounting, insurance, and other professional services firms to offer clients new multidisciplinary approaches solving increasingly complex issues. One of those approaches is that of The Virtual Family Office. You do not need $100 million in investable assets for our team to work with you. We want to apply our multidisciplinary firm approach to the success of your family. 

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Wealth Management Services

Strategy and open communication is vital to the success of a family office. Therefore, we take the time to analyze all facets of your family office needs to design the best team to manage your growth. 

We Understand the Needs of Wealthy Families

Our Family Office Support Strategists will work with you to design and manage the following:

-Governance

-Investment Strategy

-Asset Allocation

-Institutional Capital Markets 

-Insights & Informative Resources

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