The ultra wealthy have long benefitted from this elite level of financial advice where a team of professional advisors forms then executes a strategy that considers all aspects of their financial dealings. I have built a network of professionals with family office experience that understand how our clients benefit when we work together. Clients that utilize my virtual family office services profit from this level collaboration between professionals without the cost of forming their own office. We can also work with your trusted advisor as long as they are willing to cooperate and work virtually. Below are some of the services that can be provided in this manner.
• Tax planning and preparation
• Estate planning
• Business planning services
o Formation
o Value Creation
o Succession
• Wealth Managemento Exit
• Alternative Investments
Book some time to discuss how we can tailor an offering specific to your needs.