Specialist Network - Virtual Family Office Access
When you have advanced needs beyond what we handle internally, that’s where the Virtual Family Office (VFO) comes in. A VFO brings together specialists across five areas — Tax Planning, Wealth Management, Legal Services, Risk Mitigation, and Business Advisory — all coordinated as one team, so you get what a wealthy family's private office would provide, without needing to hire one.
Historically, this kind of coordinated support was only available to ultra-wealthy families with the resources to build and staff their own private office. Through our Specialist Network, that same type of support is available to you, brought into your engagement with us, and backed by a dedicated planning team.
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Proactive strategy to legally reduce what you owe — not just filing on time. Includes income tax reduction strategies, capital gains planning, specialty credits and deductions (like cost segregation or solar credits), cash balance plans, and entity-level tax strategy.
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Building and protecting wealth beyond a stock portfolio — for you personally and for the business. Includes investment account management, retirement and 401(k) strategy, real estate investment planning, and alternative investments.
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Legal support that protects your business and your assets, from everyday agreements to major transitions. Includes entity structuring, estate planning, buy-sell agreements, and M&A support if you're buying, selling, or restructuring.
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Making sure one bad event doesn't put your business — or your family — at risk. Includes life insurance, liability and property coverage, and risk strategy built around your specific exposure.
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Structured guidance on the decisions that shape where your business is headed — how it's led, what it's measured on, and how you eventually step away from it. Includes fractional CFO support, leadership and succession planning, and exit planning for when you're ready to sell or transition out.
Scroll down to meet the specialists in our network.
Benefits of Working With a VFO
We remain as your point of contact.
When we bring in a specialist, we coordinate their involvement the whole way through, ensuring everyone's aligned.
No conflicting advice.
Specialists work together — not in isolation — so recommendations never contradict each other.
Specialists selected for your specific need.
Not generalized advice, but targeted expertise.
No starting from scratch.
Specialists come in pre-vetted and with context on your business already, so you're not onboarding from zero.
Pay for what you actually use.
No bundled package, no retainer for expertise you don't need yet.
Scales as your business does.
Use it once for a specific need, or lean on it continuously as things get more complex.
Covers your business and personal finances.
Tax, wealth, and legal support that extends to your personal financial life, not only the company's.
The kind of support usually reserved for the ultra-wealthy.
Now accessible to a growing business, not just a family with a private office.
NOTE: Some needs fall outside what the VFO model is built for. In those cases, we draw on relationships we've built independently, or go find the right professional for your specific situation. Either way, you’re not left to search alone.