Welcome to The Blueprint: Your Virtual Family Officel
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 access to a coordinated team of professionals—without the overhead of a traditional multi-family office.
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.
Built for real estate investors, business owners, and physicians in private practice, The Blueprint is designed to help you protect, grow, and enjoy your wealth — without the complexity.
✅ Boutique & Personal
We serve a limited number of families so you receive concierge-level care.✅ Deep Integration
We coordinate with your CPA, attorney, and other professionals—or bring in our trusted network.✅ Values-Based Planning
Your plan is designed around your family, lifestyle, and long-term vision—not just your balance sheet.✅ Flexible & Virtual
Our model is fully virtual and location-independent, allowing you to access your team and tools from anywhere.
Want to see how our approach compares to traditional firms?
Download our overview to see why more families are choosing boutique.
🧭 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.
Is Our Virtual Family Office Right for You?
✅ Individuals and families with complex financial lives
✅ Business owners integrating personal and business wealth
✅ Physicians in private practice managing income, liability, and long-term planning
✅ Real estate investors with non-traditional portfolios
✅ Clients who value close, personalized attention
✅ Those seeking a concierge-level experience and proactive collaboration
