One coordinated team, and a bench behind it
A family office is a team that runs a wealthy family's finances as one picture. A virtual one gives you the same thing without staffing it: us, plus a bench of specialists we bring in when your situation calls for one.
On the bench: tax attorneys, CPAs and IRS-licensed tax pros, cost segregation engineers, retirement plan designers, exit and valuation advisers, business attorneys, estate attorneys, life and annuity reviewers, disability and property insurance specialists, and business financing and outsourced CFO and bookkeeping help. We don't manage investments ourselves; when you need that, a registered investment adviser on the bench does it.
If we work together, a specialist's review is at no extra charge. If a review finds something worth doing, the specialist quotes the work first, and you decide. Specialists are engaged case by case; we coordinate them and keep your own CPA, advisor and attorney informed so the pieces don't undo each other.