Virtual Family Office

Exclusive coordination of elite advisory talent, delivering bespoke solutions for distinguished families navigating the complexities that accompany significant wealth and business success.

Exclusive Virtual Family Office Orchestrating Your Financial Legacy

A Virtual Family Office (VFO) operates with your family at its core, supported by a dedicated coordinator who brings together a network of specialized professionals. This coordinator ensures that all aspects of your financial life are seamlessly integrated and managed. Our VFO model is built in collaboration with a strategic alliance with Lumen Wealth Advisors, and our professional network which includes a multidisciplinary team of specialists that are brought into the relationship on an as needed basis.  

This boutique service was designed for the Ultra-High-Net-Worth (UHNW) households in the United States based on our experience serving these clients and validated by independent market research.  

Administrative Services

Our Family Wealth Framework includes a series of techniques, capabilities and consulting services to address the complexities of wealth.  

Family Governance: Including education for family members on financial matters

  • Family Code of Conduct
  • Family Business Participation Plan
  • Family Constitution
  • Family Decision Making
  • Multigenerational Family Meetings

Family Business Consulting

  • Growth Consulting
  • Organizational Architecture
  • NextGen Business Owner Consulting

Family/Private Trust Company Planning

  • Family Trust Company Planning (Ohio Only)
  • Private Trust Company Planning

Family CFO Services

  • Financial Reporting and Accounting: This includes family-level financial reporting, consolidated reporting, and accounting/bookkeeping services
  • Tax Planning and Compliance: Collaborative services to ensure that the family is compliant with tax laws and regulations, including tax return input coordination
  • Cash Planning and Forecasting: Understanding cash inflows and outflows to create an annual budget
  • Bill Payment and Consumption Management: Managing direct family expenses such as residences, art collections, and other personal consumption
  • Administrative Services: Such as calendar management, travel coordination, and overseeing domestic help

Are your family, business, and ownership prepared?

Access Integrated Transition Planning