VIRTUAL FAMILY OFFICE
the goal is to grow & transfer wealth across generations.
Our Virtual Family Office staff & bespoke technology, services High Net Worth Families worldwide with cost saving efficiency.
So, they can be in different locations, but come together for timely decisions, to maximise their growth.
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Management Services​
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Asset Protection
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Bookkeeping & payroll
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Estate Protection
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Family governance
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Household staff
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Investor education
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Legal affairs
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Philanthropy
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Private foundations
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Private Banking
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Property
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Succession planning
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Travel arrangements
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Setup
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Family Goals
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Family Investment Committees
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Authorisers & Payment approvers
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Chart of Accounts
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Initial data upload
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Schedules & timetables
WHY VIRTUAL FAMILY OFFICE IS SO IMPORTANT ..?
Virtual Family Office serves as a remote and technology-enabled solution for managing the financial affairs of high-net-worth individuals and families. It provides a wide range of services aimed at preserving and growing wealth while addressing various financial needs and objectives. By leveraging digital tools and a network of experts,
WHAT WE DO
Our VFO Team
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Wealth Management: Assists high-net-worth individuals and families in managing their wealth. This includes investment management, asset allocation, risk assessment, and financial planning to help clients achieve their financial goals.
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Tax Planning & Optimization : provide tax planning strategies to minimize tax liabilities while ensuring compliance with tax laws. This includes estate planning, income tax planning, and managing tax-efficient investments.
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Estate Planning: Estate planning services help clients create and manage strategies to pass on their wealth to future generations while minimizing estate taxes and ensuring the smooth transfer of assets.
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Financial Reporting & Accounting: Manage financial reporting and accounting for clients, including tracking income, expenses, and investments. They generate regular financial statements and offer insights into financial performance
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Risk Management: Assess and manage various financial risks, including investment risk, market risk, and insurance coverage to protect assets and mitigate potential losses.
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Investment Advisory: Provide investment advice tailored to the client's financial objectives and risk tolerance. VFOs may invest in a diversified portfolio of assets, including stocks, bonds, real estate, and alternative investments.
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Philanthropy & Charitable Giving: Assist clients in structuring and managing charitable giving, including the establishment of charitable foundations or trusts, and ensuring donations align with the client's philanthropic goals.
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Lifestyle & Concierge Services: Offer lifestyle and concierge services, such as travel planning, property management, and personal assistance, to cater to the unique needs and preferences of high-net-worth clients
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Professional Services Coordination: Often coordinate and collaborate with a network of professionals, including attorneys, accountants, tax advisors, investment managers, and insurance specialists to provide holistic financial solutions.
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Cybersecurity & Data Protection: Given the sensitivity of financial information, place a strong emphasis on cybersecurity and data protection, implementing robust security measures to safeguard client data and assets.
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Family Governance & Education: Our VFOs help facilitate family meetings and discussions related to wealth preservation and transfer. They also provide financial education and resources to family members.
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Technology Driven Efficiency: Leverage technology to enhance efficiency. They use digital platforms for communication, document sharing, and data analysis, enabling clients to access information and services remotely.
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Customization & Flexibility: Tailor their services to meet the unique needs and goals of each client. They offer flexibility in service offerings, allowing clients to choose the level of support they require.
OUR EXPERTISE
