Family Office CFO Services

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Strategic VFO "Accountants & Tax Strategists" Family CFO Services helps unify your needs by providing comprehensive Family CFO Services. Our Family CFO Services provides an emphasis on maximizing wealth through Family, Strategic and Operational planning. 


Our Family planning focuses on:

  • Family Governance & Communication
  • Transition Planning
  • Estate Planning
  • Philanthropic Management


Our Strategic planning focuses on:

  •  Wealth Management
  • Taxation & Asset Protection
  • Family Advisory Board Formation:
    • Accountant
    • Financial Advisor
    • Lawyer
    • Banker


Our Operational planning focuses on:

  • Back Office & Banking
  • Management Reporting
  • Statutory Compliance


Private wealth management, goals-based financial planning, private investment access, tax strategy, estate planning, liquidity and exit planning, trust services, private banking, philanthropic planning, family governance, and lifestyle concierge.

Family offices also may handle tasks such as managing household staff, making travel arrangements, day-to-day accounting and payroll activities, management of legal affairs, family management services, family governance, financial and investor education, coordination of philanthropy and private foundations, and succession planning. A family office either is, or operates just like, a corporation, or limited liability company, with officers and a support staff.



Areas of Expertise

Bookkeeping & Accounting
Business Consulting
Compilations & Reviews
Individual Services
Payroll Services
QuickBooks Training
Tax Services
Virtual CFO Services