PARTNER ADVISOR

David Noosinow

“Risk control isn’t an action as much as it is a mindset. Planning puts as much of an emphasis on avoiding mistakes as on doing great things.”
INTRODUCTION

An Innovative Solution for Families with Significant Wealth: The Virtual Family Office

Thanks to disruptive technological advancements and a growing trend for many family offices to outsource all but a handful of full-time positions, families with significant wealth can now receive the same advantages of a single family office through a VFO. By outsourcing the accounting, reporting, administration, information technology, and even investment roles of the family office, family members are able to focus on pursuing their passions, philanthropic endeavors, and/or adding value in focused, strategic areas such as direct investments in real estate or venture capital investments.

A VFO, like the single family office, is designed and constructed around the needs, wants, and preferences of a single, affluent individual or family, and is regularly more bespoke than what wealth management firms have historically delivered. A VFO is exceedingly customized in various and meaningful ways to each affluent family, such as through asset structure, investment preferences, legacy plans and human relations.

Benefits of a Virtual Family Office

  • Maintain direct control, flexibility, and a high degree of customization
  • Mitigate planning gaps
  • Harness experience and competencies of existing, proven professional advisors
  • Employ diverse investment and planning perspectives (true objective advice)
  • Utilize fixed cost model

Would you like to learn more about the Virtual Family Office? Please get in touch.

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WHY WE’RE DIFFERENT

See how AdvicePeriod is reinventing wealth management

Grounded in robust planning

While we don’t claim to be smarter than everyone else, we’re certain we have a better approach, delivering actionable insights that make a difference now and in the long run.

Fueled by unique expertise

The way we see it, there’s a lot more to managing wealth than just managing investments. That’s why our experts focus on helping you keep more of your wealth over time.

Marked by full access and transparency

There’s no waiting around for a quarterly meeting. We’re always here for you. And we make it easy for you to see any or all your account information whenever you want.

Lead by industry mavericks

We have a long history of disruption, doing things in a way that rocks our industry. And it’s all done to improve the lives of those who rely on our advice.

Shall we plan our first meeting?

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