Welcome to The Blueprint:
Your Virtual Family Office
A signature experience for successful families who want more than traditional wealth management — they want intention, alignment, and clarity across every dimension of their financial life.
What Is a Virtual Family Office?
A Virtual Family Office gives you the depth and coordination of a traditional family office—without the cost or overhead.
We bring together your existing professionals (or introduce trusted partners) and orchestrate your financial life with seamless execution and concierge-level care.
Introducing The Blueprint: Our Signature Process
The Blueprint is our signature framework for delivering this experience. It brings together your tax, legal, estate, insurance, investment, and philanthropic advisors into one seamless, high-touch process—designed to align every piece of your financial life with your long-term goals.
Boutique & Personal – We serve a select number of families to provide concierge-level care.
Integrated & Coordinated – We align your CPA, attorney, and other professionals into one unified family strategy.
Values-Based Planning – We base every decision on your family’s purpose—not just numbers.
Flexible & Virtual – Accessible from anywhere through our collaborative dashboard and planning process.
Our Process: The Blueprint
Our Virtual Family Office clients are guided through The Blueprint — a signature, values-based process designed to bring clarity and control to every facet of your financial life.
Phase 1: Discovery & Design
We take time to understand your unique story — your values, lifestyle, and the vision you have for your wealth. Together, we design a coordinated plan tailored to your goals.
Phase 2: Implementation & Integration & Technology
From investments and estate planning to tax strategy and risk management, we orchestrate the professionals in your financial life — or bring in our vetted partners — to ensure seamless execution. Your custom Virtual Family Office Dashboard gives you a centralized space to stay organized and engaged, with secure access to your most important financial documents and action plans.
Phase 3: Oversight & Evolution
Your wealth is dynamic — and your plan should be, too. Through ongoing review and refinement, we ensure every decision stays aligned with what matters most to you. Technology supports every phase of this process, keeping your information accessible and your team connected — all within a streamlined, boutique experience tailored to you.
The Blueprint is more than a process. It’s your customized framework to build, preserve, and enjoy your wealth — with clarity, confidence, and purpose.
Boutique Family Office Services
Through our Virtual Family Office model, we provide highly personalized planning and seamless coordination across the full spectrum of your financial life.
✔️ Comprehensive Financial Planning
✔️ Investment Oversight & Portfolio Integration
✔️ Multi-Generational Wealth Strategies
✔️ Tax Coordination & Optimization
✔️ Estate & Legacy Planning
✔️ Business Succession & Exit Planning
✔️ Real Estate Wealth Integration
✔️ Risk Management & Asset Protection
✔️ Divorce & Family Transition Planning
✔️ Philanthropic & Charitable Planning
✔️ Family Governance & Stewardship
Your financial life is complex. We bring simplicity, clarity, and cohesive strategy to every piece of it.
Is Our Virtual Family Office Right for You?
Multi-Generational Families
Navigating succession, governance, and family continuity with clarity and intention.
Business Owner Families
Managing complexity across entities, transitions, and long-term wealth strategy.Families with Significant Real Estate Holdings
Integrating real estate into a broader financial, tax, and legacy blueprint.Divorce, Blended, & Transitioning Families
Guiding wealth-aligned decisions through divorce, second marriages, and other pivotal shifts.Individuals Seeking Boutique, High-Touch Planning
For those who value discretion, leadership, and truly personalized coordination.
