Over the years we have developed and refined a proprietary system for managing the significant wealth of successful entrepreneurs. That system is what we call The VFO System.

The VFO System –Virtual Family Office (VFO) System – aims to be a cost-effective way for entrepreneurs to manage their wealth using similar strategies, products, processes & methodologies many successful business owners/entrepreneurs have used to help maximize their net worth.

Our system seeks to address the five biggest concerns of business owners – making smart decisions with their money, mitigating taxes, help protecting their assets, help ensuring they can live the lifestyle they want, & help taking good care of their families.

Working with entrepreneurs for over 25 years we have found that most would say an optimal financial world would be characterized by a system that is designed to create & grow their wealth, helps protect & preserve the wealth created and helps them maximize that wealth for generations.

We believe the formula for success in creating an optimal financial world is grounded in the underlying philosophies that are foundational to accelerating your success.

Imagine having a framework and business model designed to help create your very own customized Virtual Family Office that can help you build a family legacy of wealth – where your values, wisdom and principals for generating family wealth are passed down from generation to generation. A system that helps build and protect your personal wealth while bringing your family together.

You can potentially enhance and elevate your financial world by working with our professionals who will create your own personalized virtual family office around your hopes and dreams, your anxieties and your concerns.

To explore whether you could benefit from a virtual family office Click here to schedule a brief exploratory call with our team.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. These descriptors do not purport to be representative of every individuals' situation. Every investor's situation is unique, you should considered your individual goals before making any investment decision or deciding upon working with a financial professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected.