Proactive Team Based Model (Virtual Family Office)
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I’ve had a number of clients over the last few years request more proactive and advanced planning, across both their personal and business landscapes, and I’ve finally found the team to be able to offer it to deliver a wider and more proactive range of services to clients.
I typically introduce my higher net worth clients to a new service – it is called the Virtual Family Office (VFO) – and they help me offer a significantly wider planning focus compared to the typical financial advisor. Of course we still continue to provide everything we currently do now - the traditional financial planning and strategies. A Virtual Family Office is a modern and cost-effective approach to family office services, leveraging technology to provide comprehensive financial planning, tax planning, wealth management, business advisory and risk mitigation solutions to high-net-worth individuals and business owners without the large overhead cost of a dedicated family office. As a team of 75+ professionals we really want you to think of us as being at the center of your financial universe because that is what the best clients typically want from their trusted advisor these days. But in addition – what we will take you through today will demonstrate more emphasis on forward-looking, value-added services like:
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