The Virtual Family Office

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We pull together resources and experts from diverse locations and coordinate their actions on behalf of our clients. This allows us to make the numerous advantages of the single-family office available to a wider array of the affluent.  

The “magic” is that everything is customized to each individual’s lifestyle and financial goals. Therefore, driven families who don’t (yet) have billions in the bank can have their own personalized, virtual versions of the traditional, single-family office.

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