Today, the Virtual Family Office (VFO) model, developed in the 1990s, enables individual professionals and boutique firms to combine their expertise to serve the ultra-wealthy family in an efficient and highly effective manner.

In the VFO model teams of professionals are assembled to specifically meet the needs of a family such as yours. The family's most trusted advisor serves as the relationship manager and helps assemble a highly talented and experienced team. The team members train together to ensure they fully understand your family's needs and goals and the responsibilities of each team member. In the VFO mode of operation families pay only for the services they need.