A virtual family office (VFO) is a modern evolution of the traditional family office model. It offers similar comprehensive financial and wealth management services but does so using a more decentralized and often digital approach. Instead of having a centralized team or office managing all aspects of a family’s wealth and related services, a VFO typically leverages a network of external experts and technological platforms. In essence, a virtual family office provides many of the benefits and services of a traditional family office but does so in a more streamlined, flexible, and often cost-effective manner. It’s particularly appealing to families that may not have the level of assets to justify the overhead of a traditional family office but still desire a high level of personalized financial oversight and coordination.

Schedule a consultation now to see if a VFO is right for you.