Our Constructor Process

Our Constructor Process

Calling them cars seems too weak. Formula 1 cars are awesome machines. When designing them they take each system and have teams that design and test each to get optimal performance out of each system. They go through terabytes of data to get as close to perfection as possible.

The Virtual Family Office echoes this model. It is client-centric and works by building a team of professionals who can provide the value that you can be confident that every facet is as fully optimized as possible. 

We focus on 5 main systems:

  • Tax Planning
  • Legal
  • Wealth Management
  • Business Advisory
  • Insurance

Discussion will also include an exploration of where you want be in all areas of life and develop plans to get you there. We'll explore thought-provoking questions such as:

  • What is the purpose of your wealth?
  • How do you provide tools instead of toys?
  • How do you keep your wealth from poisoning your worth?

We invite you to discover the unique value that a Virtual Family Office can offer.

Ultimately you have two options, go at it alone, or build a team around you. As they say in their book, it's about "Who Not How" by D. Sullivan and B. Hardy. Either you invest your limited resources on figuring out “how” or finding the who(s) that know how to do it for you and you focus on what you do best.

Which will you choose? Book Now.