The Virtual Family Office Wealth Management Framework



The Virtual Family Office is a powerful tool that could help you create the optimal financial world you deserve. This is an explanation of how The Virtual Family Office works. There are 3 important measures of success we use in the framework. 1. Precision—Maximizing your goals, and doing exactly what you need to do to achieve them 2. Access—meaning working with the right experts dedicated to achieving your goals, and 3. Implementation—You’re able to implement the right strategies to get you the comprehensive results you want. Those measures of success and the optimal financial world you want to create are at the heart of the Virtual Family Office. There are also 3 key drivers that make these Virtual Family Offices successful. The first is the Human Element. We’re talking about working with professionals—all experts in their fields—who want to develop a close relationship with you to understand your lifestyle, your goals and everything that’s important to you in order to develop customized solutions to your specific needs. The second key driver is a Cohesive Team composed of consummate professionals. They are not only the best-of-the-best at what they do, but they also work closely with one another in close collaboration for your benefit. And the third key driver is what we call a Systematic Process. This is the use of a proven methodology designed to help you get the results you want. Now, each of these key drivers come with what we call “3 essentials” for a total of 9 essentials overall that define the most successful Virtual Family Offices. Starting at the top of the Virtual Family Office framework with The Human Element, the experts you work with need to conduct a client-centered discovery to learn about you personally, to learn about your family, about your lifestyle, your goals and what needs to be done financially in order to help you get from where you are now to where you want to be.The second essential of The Human Element is having coherent, connected communication with your Virtual Family Office professionals so that you can clearly understand the strategies and tactics your experts are implementing throughout the wealth management process on your behalf. The third essential is the deep intimate relationship so that each professional you work with understands not only you, but your family, the causes you care about, and how you want to make a positive difference in the world. Next are the 3 essentials of the cohesive team. The first of which is to work with the best-of-the-best–the very best individuals in their respective areas of expertise to work together to achieve all that’s possible for us. The second essential of our cohesive team is that we’d like to have preferential arrangements allowing you to jump to the head of the line to talk with professionals about urgent needs, and it may result potential cost advantages as well. Our cohesive team’s third essential is to have state-of-the-art capabilities, because it’s one thing to be knowledgeable about wealth management strategy and methodology, but it’s just as important—if not more so–to have the skills and technology to implement those strategies so that your wealth management plan can be as effective as possible in helping you attain your important objectives. Now let’s look at the three essentials associated with the systematic processes of our Virtual Family Office framework. The first of these 3 essentials is to address failures. If we’re not on the right path to accomplishing our objectives, we need to understand why we’re failing or what could eventually cause us to fail so that we can change course and revise our strategy to help us get where we want to go. The second essential of our systematic process is identify opportunities. This is where the network of professionals use their expertise, insight and technology to know the products, services and solutions, that are right for you, and that when implemented with the proper timing, will give you the best chances for success. Finally, the last essential is continuous improvement, because we don’t want to stand pat if there is a better way, a better opportunity, a better strategy that can help us reach your ultimate financial goals. Continuous improvement requires ongoing evaluation of existing strategies and methods in order to determine what, if any, improvements can be implemented to help improve your outcomes. The Virtual Family Office, dedicated toward helping you enjoy the lifestyle you deserve while taking care of the people you love and the causes you care about. Learn more about Virtual Family Office. Visit or call 888-635-9724.

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