We Help Architect, Construct, and Operate Your Virtual Family Office
We Help Architect, Construct, and Operate Your Virtual Family Office
The primary objective of a virtual family office is to create a personalized and comprehensive approach to managing your life and financial portfolio. We tailor each building block of the setup to suit your unique needs and circumstances.
We provide comprehensive outsourced financial services, including CFO, controller, accounting, bookkeeping, bill pay, dashboard creation, data aggregation, and monthly expense tracking solutions.
Our services support your needs as the head of your family office, serving as the Chief Investment Officer, Head of Direct Investments, and/or upgrading your current wealth advisor.
Over 15+ years, our team has successfully established over 200 family offices, emerged as the leading thought leaders in the family office space, organized 250+ live events, and proudly run the largest ultra-wealthy investor club in the industry. Additionally, we authored the definitive guidebook "How to Start a Family Office".
Our offerings encompass dashboard creation, CFO responsibilities, optimizing wealth and insurance advisors, and developing personalized direct investment programs. Our services cover every aspect to ensure a well-rounded and successful family office setup.
Our team is equipped to support your family office in various roles, such as CFO, CIO, or Head of Direct Investment responsibilities, ensuring seamless setup and operations.
We assist in creating and updating your 1-page dashboard or full family office charter document, as well as ethic policies, governance rules, and investment mandate documentation.
Since 2007, we have operated the #1 ultra-wealthy investor club, the Family Office Club, hosting over 250 live events to date.
To begin assembling the building blocks of your family office,
please schedule a call with our team
Building Blocks for your Virtual Family Office. We Help Architect, Construct, and Operate Your Virtual Family Office.
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