Virtual Family Office Services
Where High Net Worth Families Solve the Complexities of their Lives with Privacy and Convenience
- Direct access to team of portfolio managers and financial analysts who provide tailored insights and strategy updates
- 100% Personalize Portfolio and Investment Management
- Traditional Asset Classed, Private Offerings, Real Estate, Capital Markets
- Ability to review and offer opinion on outside investment opportunities
- Concierge services: Commercial and Family Lending, Mortgages, Checking and Savings
- Personalized solutions for business sales and business purchase financing
- Personal relationship with Senior Private Banker
- Attorney that works directly with your CPA and current legal team to ensure estate planning documents are in good order and remain aligned with personal life and business changes
- Business Succession Plan Review
- Provides updates on tax savings plans
- Trustee Services
- Sole Trustee, Co-Trustee, Corporate Trustee
- All inclusive relationship with no billable hours
