SWAN Virtual Family Office

07/02/2025

We had an Op-Ed published recently dealing with Captive Insurance. If you’re a business owner with a profitable business and needing more deductions AND cheaper insurance costs, we should have a chat about this or a Captive Alternative. Book a call ⬇️

DC bureaucrats have already tried de-banking crypto – now they’re after small businesses’ insurance

06/12/2025

Our office will be closed Friday, June 13th thru Sunday, June 22nd for vacation. Our Director of Operations will be monitoring emails. She can be reached at [email protected] Thanks! 🙏🏻

05/26/2025

Remember the fallen on this Memorial Day from SWAN Virtual Family Office & the SWAN Family of companies.

05/02/2025

Feeling very blessed to receive this award! 🙏🏻 Here’s the press release: https://lnkd.in/g4jdFnjR

04/28/2025

04/24/2025

Thank you for the recognition, cover page, and article! 🙏🏻

In its latest cover story, The CIO World spotlights , Managing Partner at SWAN Virtual Family Office, recognizing him as a trailblazer in wealth and tax strategy. The feature delves into his forward-thinking leadership, personalized client solutions, and how he’s redefining family office services to deliver sustainable financial growth and long-term legacy planning.

Read More: https://tinyurl.com/5n93hr7d

04/22/2025

Just had an article posted on MSN about our firm. Feeling very blessed. 🙏🏻

In today’s rapidly shifting business landscape, real change often comes from those willing to challenge the status qu

02/26/2025

Checkout this amazing podcast we were on.
Join Ryan K. Foncannon, MBA on What's It Worth as he discusses how to mitigate taxes when you've just sold a business or your AGI is $500k+.

Here are a few of his top tips to saving on taxes:
1. Prepare early
2. Mitigate state and local tax as well as capital gains
3. Consider tax mitigation on short-term & long-term capital gains, as well as ordinary income

Learn more about Ryan at swanvfo.com or access the intake form at startheretosave.com

Link to full episode here: https://lnkd.in/gmVpQ6PZ

This link will take you to a page that’s not on LinkedIn

02/02/2025

The polls have opened for a fundraiser for It Takes a Village No-Kill Rescue! We have submitted our lover boy in honor of Valentine’s Day for Pet of the Year. Help us support a great cause!

Show your support for It Takes A Village No-Kill Rescue, Inc. by voting for Fitzgerald “Fitz” Grant Foncannon in It Takes a Village Pet of the Year

01/20/2025

Happy Martin Luther King Jr. Day!! 🙏🏻

11/13/2024

Calling all surgeons that are not receiving YOUR money due to being out-of-network. What if I told you there is a way to have 93%+ success rate in RECEIVING these funds AND it didn’t cost you anything out of your pocket to do so? Register below for this can’t miss webinar. 👇🏻

We are a one-stop shop for high net worth families, high wage earners, and business owners.