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.

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This website contains general advice which does not consider your particular circumstances. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs. You should seek professional financial advice before acting on anything contained in this website.