Benefits of the Virtual Family Office Experience

What if all your key tax, legal, financial, risk management, and business advisory services  were coordinated and cooperative as an elite team for your benefit?  Welcome to the VFO experience: the Virtual Family Office, where proactive planning opportunities, matched with your goals, is the norm. 

Most financial services firms have a special niche and tend to focus very well on one or two  particular area of expertise. That is a good thing to a limited extent. But as your business, estate, investments, insurance, and tax planning needs mature, without holistic focus in all these areas, and follow through, great opportunities, aka--a small fortune,  might pass you by without you ever knowing about it.