The financial success you've created may require a higher level of service that may go above and beyond what your current financial advisor or wealth manager are able to provide. That's where the Virtual Family Office Advisory Group comes in. Unlike traditional family offices that only the Super-Rich can afford to staff, a VFO offers you the same kind of elite wealth management solutions from specialists in the areas of tax planning, estate planning, portfolio management, insurance and more, without the need to hire your own salaried staff.
Industry
Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance
HQ Location
14354 N Frank Lloyd Wright Suite 11
Scottsdale, AZ 85260, US
Keywords
Asset ManagementTax PlanningBusiness SuccessioWealth PlanningEstate PlanningLife InsuranceBusiness InsuranceM & AAdministrative ServicesLifestyle Services