Virtual Family Office
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Virtual Family Office
Embrace the convenience and efficiency of our virtual family office services, seamlessly converging comprehensive financial planning and day-to-day operations. Experience streamlined financial management, integrated tax compliance, and expert guidance across estate planning, risk management, and more, empowering you to focus on the big picture and securing long-term financial success for generations.
Our service offering includes:
- Lifestyle management: bill pay, cash flow management, insurance analysis, asset acquisition, and budgeting
- Integrated planning: tax planning, compliance and estate planning
- Philanthropy: assistance with setting philanthropic vision; foundation management; personal giving
- Family continuity: managing and accounting for family assets; education, coaching and facilitation