"We'll help every member of your family, at every stage of their lives." Daniel L. Bishop

Our family office services are by invitation only.

We only have so many first class seats, on this private charter.
This one stop shop is: broad spectrum, full continuum advice for;
Very-High Net-Worth and Ultra-High Net-Worth Families.

Appropriate service levels for family net worth:

  • Custom Single Family Office Design: 100+ Million in net worth 
  • Platinum Concierge: Approx 50 to 100 Million in net worth
  • Gold Governance: Approx 25 to 50 Million in net worth
  • Silver Lifestyle and Legacy: Approx 10 to 25 Million in net worth
  • Black Label Oversight for is available from 5 to 10 Million net worth 

Virtual Multi Family Office Design is the best way to find the absolute best people for you, and get them in the right seats.
It is the most efficient and effective way to bring together all the complimentary services, checks and balances needed to give full coordination & control to a client family.
Instead of always bringing everything in the house and charging unconscionable amounts of money, we have set up a pre-screened team of subject matter experts that are independent of each other. We get you exactly what you need, without having to pay for what your don't. Most criticaly, we find the best fit professional people than are needed for your exact situation.

TRADITIONAL FAMILY OFFICE SERVICES

  • Total Wealth Management Oversight
  • Consolidated Monitoring and Transparency Reporting
  • Wealth, Tax, Life & Intergenerational Planning Services
  • International Currency & Tax Planning Services
  • Trustee and Corporate Oversight
  • Business Development / Investment Banking / Private Equity
  • Private Insurance Advisory Services
  • Administrative, Record keeping, Legal Compliance Services

LIFESTYLE MANAGEMENT

  • Financial Life Planning
  • Family Governance
  • Control and Succession Planning
  • Charity & Philanthropy Planning
  • Legacy & Estate Planning Services
  • Budget, Debt, & Cash Flow Management Services

ADVANCED RISK MANAGEMENT

  • Lawsuit and Liability Protection
  • Cyber security Home security
  • Collectibles & Vaults
  • Digital Asset Protection
  • Property & Real Land 100+ year event protection

CONCIERGE SERVICES

  • International Domicile Relocation Services
  • Real Estate Security Advice
  • Aircraft, Yachts, Art, Horses, etc.
  • Concierge services & Travel Planning
  • Personal security services
  • Major Purchases of Personal Property
  • Supplemental Health Care Services