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HighView Virtual Family Office

The Virtual Family Office (VFO) is a flexible family office model that harnesses the experience, dedication, and loyalty of your established group of independent advisors – from professional disciplines such as investments, insurance, accounting, tax & legal – to provide the comprehensive wealth stewardship affluent families require.

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

  • Asset management
  • Tax and estate planning
  • Liability & Risk Management
  • Family wealth succession and education
  • 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 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 structure must then align with your family’s defined aspirations and values.

To ensure that your family’s wealth is sustainable, an effective Virtual Family Office team must be established with specific 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.

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 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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