Virtual Family Office (VFO)

Your team without the cost of a family office

Cost Effective Alternative To A Family Office

Our virtual family office service provides you with access to all the resources and advisers required to help you make empowered and informed decisions about your wealth, without the costs associated with a traditional family office.

A virtual family office brings all the advisers you need together to support you in your decision-making, without having them on your payroll all the time. We have regular meetings to ensure everyone is informed and on the same page and bring in specialists as your circumstances change.

The advantages of a virtual family office include:

Personalised service

You are our focus. We build long-term relationships with only a small number of clients. We know you well, understand your circumstances and always have your interests top of mind. Our solutions are bespoke for you and your wealth. There are no cookie-cutter answers.

Frameworks and governance

We support you to design the strategy and framework to manage your wealth in a way that aligns with your vision and values. We will help you develop your investment policy and mission statement. So you are clear that all decisions and actions align with your long-term interests and goals

Education and support

We work hard to make sure you have the knowledge and clarity required to make decisions you feel 100% comfortable with. We can help educate you and your family members about your wealth and be the place where you can ask all the questions you don’t feel you can ask your other advisers.

Flexibility and collaboration

We value inclusivity and collaboration with all your advisers, so you have a cohesive approach to your wealth. No silos or fiefdoms. We leverage our networks to assemble the right team to help you achieve your goals.

Let's start a conversation

Our Insights On Virtual Family Office (VFO)

Trends shaping global family offices in 2025

After a busy run of conferences and events, I finally had the chance to sit down with Citi’s 2025 Family Office Report. It is always interesting to see what is…

Key insights from the family office investment forum

Last week, I attended the Family Office Investment Forum, organised by The Global Investment Institute. It was a brilliantly executed and engaging event, which is saying something, as I attend…

Orchestrating wealth: the power and rise of the virtual family office (VFO)

Managing significant wealth is a complex task. High-net-worth business owners, individuals and families often navigate a tangled web of relationships involving accountants, lawyers, private bankers, and investment managers. Each piece…

Subscribe To Our HNW Investment Insights

Receive our weekly thoughts on key strategies and important information essential for growing and protecting your wealth.

We care about the protection of your data.

Read our Privacy Policy.

service@wealthdifferently.com.au
0417 654 038
Salesforce Tower, Level 22, 180 George St,
Sydney NSW 2000

© 2024 Wealth Differently Pty Ltd AFSL 547820. All rights reserved.

Wealth Differently holds an Australian Financial Services licence to provide services to wholesale clients only. The information on this website is only for persons who are wholesale clients as per s761G of the Corporations Act. The information includes general advice which does not consider your particular circumstances and you should seek advice from Wealth Differently who can consider if the strategies and products are right for you. You should also understand that past performance is often not a reliable indicator of future performance and should not be solely relied upon to make investment decisions.