HighView Virtual Family Office

The Virtual Family Office (VFO) is a family office model that harnesses the experience, dedication, and loyalty of your established group of independent advisors to provide the comprehensive wealth stewardship affluent families require.

A VFO will help you navigate the challenges that come with wealth, including:

  • Wealth management
  • Tax and estate planning
  • Business succession issues
  • Setting and funding philanthropic goals

Integrated, holistic, and with only your family’s interests at a heart, your VFO works together to create a seamless approach facilitated through well-defined governance, structure, and processes.

We Can Initiate and Facilitate Your Family’s Virtual Family Office

When designing your Virtual Family Office, your family must determine: who you are, what you value, and what you want. The VFO design and governance structure must then align with your family’s defined aspirations and values.

To ensure that your family’s wealth is sustainable, effective governance structures must be established with specific mandates and with roles and responsibilities clearly defined for all of those independent practitioners who have been charged with a stewardship role for the family wealth.

A VFO simplifies all important financial decisions, as decisions are made in a disciplined manner with the appropriate advisors, at the same table, all working together.

Our VFO Stewardship model addresses the following areas:

  • Step 1: Mandate

Defining purpose of the VFO together with the scope of its responsibilities and accountabilities.

  • Step 2: Structure

Determining how the VFO will fit within a family’s overall wealth structure, what the legal and/or regulatory implications are for the structure, and how decisions will be made.

  • Step 3: Participation

Determining the competencies and roles required to make the VFO effective. Assessing how the specific experience and competency requirements will be filled.

  • Step 4: Standards

Establishing fiduciary-based standards to which the participants in the VFO will be held, together with the financial, administrative, and educational principles that will support the VFO.

  • Step 5: Administrative Details

Addressing all administrative details such as: scheduling, agendas, minutes and project lists, etc. Will require an ongoing manager once the VFO is implemented.

At HighView Financial Group our response to the requirement for a VFO is “The Family Stewardship Council”, which we organize and guide in the fiduciary oversight of your wealth.

Benefits of the Virtual Family Office

  • Experience and Competency

Continue to harness the experience and competencies of the long-established relationships with the professionals that surround you.

  • Variable Cost Structure

Avoid the costs of setting up your own Single Family Office (SFO) or participating in a Multi-Family Office (MFO).

  • Objective Advice

Avoid any conflicts that might arise from using the services of a Commercial Family Office (CFO) and ensure a purely objective set of solutions to address your specific needs.

  • Integrated Advice

Eliminate planning gaps or oversights through the collaborative efforts of your advisors.

  • Confidence and Comfort

Achieve the peace of mind, which only comes from knowing that there is a formal governance structure and set of processes in place to ensure that all the family’s stewardship needs are being met in the appropriate manner.

We invite you to contact us for additional insights into this important decision.


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