Through our virtual family office we can help you with wealth management, risk management, tax planning, estate planning, legal services and business consulting.
This macro appoach enables your micro advisors to better perform their specific services more effectively through teamwork.
Through this process you can determine your short and long term goals, and we’ll help you optimize your plan using models and detailed analysis. So you can enjoy more of your hard earned money today, and build more wealth for the future.
CPAs and Business Owners – Virtual Family Office (VFO)
Watch my recent conversation with Jack Branch of Pelican Family Office where we break down exactly how a Virtual Family Office works in real life.
Ready to explore if a Virtual Family Office is right for you or your practice? Book a Discovery Call
Proactive Planning
As your proactive planner, I can help you network with a team of advisors to councel you in your areas of concern. We offer this proactive planning with a macro approach to your personal economic situation.
You likely have aligned yourself with many micro managers over your lifetime. Each of these have expertise in their particular area.
With our proactive approach, these micro managers are combined as a team to enable them to better perform their services, so you can improve your overall financial plan.
The result is a macro plan that enables you to optimize your wealth with less time on your part and less billing from the individual advisors.
Wealth Management
We all want to have our money grow over time. This often involves wealth management, with many layers of investments.
Others believe investing in qualified retirement plans (ie IRA’s, 401k’s, is the best solution. The truth is, there are many options.
You can choose and optimize your investments by utilizing our expertise in various areas of investing. You may want to choose an alternative approach with less financial risks.
Ultimately, you can remain in control of your financial future while growing your wealth predictably. And, you can create a financial legacy that can live on for generations.
Virtual Family Office Approach
Whether for personal or business finances, our Virtual Family Office approach can help you leverage our years of experience and expertise, to help you tailor a plan for your particular goals and desires.
We believe in meeting our clients where they are today, and helping them build wealth in ways that they feel are best for them.
With a family office, you can build wealth and secure your family’s future via virtual meetings where we meet online. This approach not only is convenient, but also allows multiple advisors to come together, savng everyone time and money.
Risk Management
Unfortunately, we all have blind spots, so part of our process involves identifying risks and problem areas. Misinforation often appears in the marketplace, and bias is often created by marketing and opinion.
Our world is complex and we are living in the information age. The problem is, we may not have the time to learn everything there is to know. And with automation, it has likely changed by the time we do.
Financial Consulting
We spend time to help you understand your present situation as well as identify possible hazards and roadblocks. Our Financial GPS can help you identify and avoid risks before they happen, so you can have peace of mind knowing your family, business and finances are safe.
By working together with all of your advisors, we can help you optimize your plan in efficient and effective ways that a single advisor can not accomplish alone. Unless you choose or want to, there usually is no need to replace your current advisors.
Business Consulting
Our business consulting is designed to help your business succeed. Most businesses fail to plan for continuation in case of an owner’s or key person’s disability, retirement or worse, their death.
An exit strategy can be planned for your business by utilizing our succession strategies. Just like with other financial strategies, you can create a plan to ensure your heirs and beneficiaries can either continue the business, or buy out the deceased owner’s share of the business.
You can Improve your company’s business plan and execute on opportunities when the timing is right, by having a plan in place.
Business planning requires careful thought and analysis. Implementing proper business strategies will help your company reach its desired objectives and scale if that is your goal. Risks can be reduced and profits increased through proper planning.
Let us help you formulate intelligent business strategies and communicate these plans throughout your organization.
Tax Planning
We can help utilize the tax code to your advantage, protect yourself from risks, and create a financial legacy that you can feel good about.
Let us help you develop your financial plan to take advantage of tax opportunities and protect yourself from uncertainties, risks and losses.
Estate Planning
Estate planning involves the efficient management and transfer of one’s estate upon their death. It may involve a will, trusts, life insurance, probate, and other means for the distribution of assets.
Proper estate planning can help you remain in control of the transfer your assets and property upon your death.
You can ensure your intentions and wishes are honored by planning your estate ahead of time.
You don’t have to be wealthy now to create a legacy for future generations. However, having a estate plan in place that is designed for your future goals, can make all the difference.
Meet With Our Virtual Family Office
You can schedule an introductory call to determine if this approach is right for you. Learn how you can recover wealth transfers, enjoy a better lifestyle and transfer your wealth to future generations using our macro approach.
You’ll sleep better knowing that you’ve made prudent decisions.
Private Consulting
Are you more interested in one on one consulting?