Optimize Your
Financial World
There are many places where your life intersects with money, such as your business, personal relationships, retirement and desired lifestyle. With a Virtual Family Office (VFO), you’ll have a cohesive professional team actively collaborating to optimize your financial world, helping you build an amazing life of significance.
Who we work with
Rely on a team that is specifically built for you
We leverage our network and experience to build a customized Virtual Family Office for you. Our ongoing discovery process helps clarify and prioritize your desired outcomes. Hand-picked, pre-vetted professionals integrate with your existing team to deliver distinct and holistic wealth strategies. We coordinate your entire team in alignment with your objectives, working toward the best outcomes through complex transitions. Your VFO may include any number of professionals and services.
What your Virtual Family Office may include
Goals-Based Planning & Investing
Differentiating strategies for tax-efficient portfolios tailored to your long-term financial goals.
Risk Mitigation
Comprehensive strategies to protect valuable assets and minimize exposure to financial loss across a complex wealth picture.
Lifestyle Services
Connections, resources, and opportunities to increase enjoyment of your relationships and wealth.
CFO Services
Dedicated accounting, administrative, and operational support for family financial management, provided through independent third-party professionals.
Pre-Transaction Planning
Detailed planning around priorities, business objectives, and resource alignment as founders explore strategic options and transactions.
Liquidity & Exit Planning
Strategic insights on business growth, liquidity events, and transition planning for founders approaching a sale or next venture.
Tax Strategy & Planning
Proactive solutions to minimize capital gains and tax exposure, coordinated through independent third-party tax professionals.
Charitable Giving & Planning
Advice and tools to amplify philanthropic impact, whether directed toward local communities or global initiatives.
Family Governance & Education
Structured frameworks that align family members around shared values, decision-making, and wealth stewardship across generations.
Investment Banking Resources
Advisory guidance on business sale planning, structure, and execution, facilitated through IWA’s network of independent third-party investment banking professionals.
Wealth Strategy & Estate Planning
Custom roadmap process for sophisticated wealth planning, coordinated through independent third-party legal and estate planning professionals.
Private Investment Opportunities
Advisory guidance on private market opportunities, evaluated and presented through IWA’s established network of vetted investment partners.*
Real Estate
Expert guidance on business and personal real estate assets, through IWA’s network of independent third-party professionals.
Trust Services
Structured guidance to align wealth with long-term values and intentions across generations, coordinated through independent third-party trust professionals.
Integrated Wealth Advisors coordinates access to a network of independent third-party professionals in each of these areas. The Firm does not provide legal, tax, or accounting services.
