VFO
We bring in the right expert for each mandate: an M&A lead from Blackstone, a Magic Circle lawyer for a trust, a Big Four tax specialist—each precisely matched to your task.
The Advantages of a VFO
Why a Virtual Family Office wins on expertise, cost-efficiency, and confidentiality—without sacrificing control.
You need top specialists—without staffing limits
Bring in the right expert for each mandate, matched precisely to your task.
FO
In a traditional family office you’re constrained by in-house resources—e.g., an investment director hired five years ago for different markets and priorities.
You want to pay only for what you use
Variable, project-based spend—no idle headcount.
VFO
You pay exactly for the services you need (e.g., $25k for a tax-optimization project instead of $200k/year to keep a full-time lawyer on staff).
FO
You pay a fixed $1M+ per year, even if half the services go unused.
Confidentiality is critical
Partitioned access by design—no single person sees the whole picture.
VFO
No single team member has full access to your data—each specialist sees only their segment.
FO
The bookkeeper knows everything: from trusts to personal spending.
When a VFO wins
- Want to benchmark 10 managers and choose the best? → Easy.
- Sold a business and need to pivot strategy fast? → Within 72 hours.
- Contact us—we’ll audit your current FO.