Setup Your Family Office

You spent 15+ years building your wealth, and we have spent 15+ years setting up 200+ family offices

Building Blocks for Your Virtual Family Office

We Help Architect, Construct, and Operate Your Virtual Family Office

Building Blocks For
Your Virtual Family Office

We Help Architect, Construct, and Operate Your Virtual Family Office

Custom Family Office Solutions

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.

CFO & Accounting Solutions

We provide comprehensive outsourced financial services, including CFO, controller, accounting, bookkeeping, bill pay, dashboard creation, data aggregation, and monthly expense tracking solutions.

CEO & CIO 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.

Unquestionable Credibility & Deep Experience

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".

200

Family Offices Setup

16

Years in Business

25

Team Members

500

Transactions Closed
(in million $)

Family Office Setup

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.

CFO & CIO Support

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.

Family Office Dashboard

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.

Family Office Peers

Since 2007, we have operated the #1 ultra-wealthy investor club, the Family Office Club, hosting over 250 live events to date.

Get Started Now

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.