Your virtual family office
Being a business owner means you're caught between family, business, and all of your other responsibilities. There's only so much time in the day, and spending it managing your wealth is not your highest and best use of time.
Our virtual family office redefines financial advice for business owners and affluent families. We are your dedicated wealth strategist, overseeing every area of your finances to optimize your wealth so you can reclaim your time and enjoy life with clarity and confidence.
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Independent advice you can trust
You’ve worked with financial advisors before and know how frustrating it can be. You can never get a straight answer about the fees you’re paying, and it’s hard to know if the advice they’re giving you is in your best interest or in theirs. That’s why we use an advice-only business model. This means we don't sell any products. Our clients pay us directly for our advice, and we say no to the commissions, kickbacks, or other financial incentives advisors often receive.
Who is evaluating your money manager?
There is another advantage to our advice-only model. Since we do not manage your investments, you don't have to move your investments to us, they may be fine where they are. We can objectively tell you how your investment manager is doing and whether the fees you’re paying are reasonable. We can then work with them to suggest improvements, negotiate lower fees, or help you find a new money manager altogether.
Aligning your wealth with your values
You've been thinking about passing along intergenerational wealth and the positive impact you can have with your money.
Philanthropy is evolving and offering new approaches to giving, such as giving circles, donor-advised funds and venture philanthropy. Also, new fields like ESG investing, shareholder activism, and impact investing allow you to make a positive impact with your investments.
We can help you be more intentional and effective with the impact you want to have. Many of these approaches are a great way to connect deeply with your children and pass along your most important values.
Case Studies
The following case studies are composites of actual clients and how our virtual family office has improved their lives.
Jaden & Amaya (mid 30's)
Early career doctor / tech sales
Jaden and Amaya came to us while expecting the arrival of their first child. Jaden knew he needed to incorporate his growing medical practice, and they were wondering how to prepare and what to expect when Jaden took over his inheritance from his parent’s family trust.
Dylan & Taylor (early 40's)
Mid-career tech founder & therapist
Dylan and Taylor started working with us after Dylan exited his tech startup and was preparing to start another. The two wanted to know what kind of runway Dylan had for his next business and how much Taylor could dial back at work without risking their family’s financial security.
Jonathan & Lauren (mid 50's)
Late-career serial entrepreneur
Jonathan & Lauren came to us for help to prepare to exit their largest business. Their biggest goal was to ensure this exit created generational wealth and would allow the two of them to stop working for profit and free their time to work on their passion for building social-purpose businesses.
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