Our family office services are by invitation only.
VMFO (Virtual Multi Family Office) is the most efficient and effective way to bring together all the complimentary services, check and balances needed to give full coordination & control to a client family.
Instead of bringing everything in the house and charging unconscionable amounts of money, we have set up a pre-screened team of subject matter experts that are independent of each other.
TRADITIONAL FAMILY OFFICE SERVICES
Total Wealth Management Oversight
- Consolidated Monitoring and Transparency Reporting
- Wealth, Tax, Life & Intergenerational Planning Services
- International Currency & Tax Planning Services
- Trustee and Corporate Oversight
- Business Development / Investment Banking / Private Equity
- Private Insurance Advisory Services
- Administrative, Record keeping, Legal Compliance Services
- Financial Life Planning
- Family Governance
- Control and Succession Planning
- Charity & Philanthropy Planning
- Legacy & Estate Planning Services
- Budget, Debt, & Cash Flow Management Services
- International Domicile Relocation Services
- Real Estate Security Advice
- Aircraft, Yachts, Art, Horses, etc.
- Concierge services & Travel Planning
- Personal security services
- Major Purchases of Personal Property
- Supplemental Health Care Services