VFO Advisory Group

12/29/2023

With 2023 in the rear-view mirror, here's the question of the day.

12/22/2023

11/29/2023

If you own a home services business, and you're planning to sell it, how confident are you in its valuation? And when you complete the sale, do you expect to take a major tax hit on the proceeds? If you want to maximize the value of your business AND minimize taxes so you can keep more of your money, click below to listen to Vince Annable on the To The Point podcast. It will be time well spent!

You Don't Have To Pay All The Taxes! Planning to sell your business or just sold? Hearing that you're going to have to pay 30% or more in taxes? What if we t...

11/23/2023

It's time to take stock of all we're thankful for, and you--our clients-- are at the top of our list!

10/11/2023

The billionaire who believed others were more deserving of the fortune he built has passed away. Read this short piece about Charles Feeney courtesy of Morning Brew.

The Duty Free Shoppers co-founder gave up the traditional trappings of ultra wealth.

10/10/2023

How do you feel about cryptocurrencies and other digital investments these days?
A recent poll of 150 family offices reveals a weakening appetite for cryptocurrencies from 2021 to 2023. While the proportion of FOs invested in crypto did grow during that span, it's the number of family offices previously invested and not considering them that is especially telling. Read the :30 second report from FO Pro's Margaret Steen below.

A minority of family offices are invested in cryptocurrencies — and that number is not expected to grow substantially.

10/05/2023

More people today have the power to supercharge their financial journey. Discover how Virtual Family Offices (VFOs) are revolutionizing wealth management for high-net-worth individuals and families. Our latest article explores actionable strategies to optimize the financial lives of the wealthy. From tax-efficient planning to asset protection, these personalized strategies are just a glimpse of what we offer. Click the link below to read the article.

Maximize family wealth with personalized strategies for wealth management, tax planning, business succession, family governance, asset protection, concierge healthcare, alternative retirement plans, investment management, and stress testing at VFO Advisory Group.

09/29/2023

🎧 Exciting News! 📚 The audiobook version of "Your High Performing Virtual Family Office" is now available on Amazon! Dive into the world of financial and personal optimization from the comfort of your headphones. 🎙️ Get your copy by clicking the link below, and happy listening! 📖🔊

Your High-Performing Virtual Family Office: Maximizing Your Financial and Personal Lives

09/27/2023

Traditional financial advisories can't keep up with the complex needs of today's affluent families. That's where VFOs come in because VFOs are specifically structured to provide a wider range of wealth planning services high-net-worth individuals and households require. See what we mean.

A VFO may be ideal for affluent individuals and families who need a more comprehensive and personalized approach to wealth and lifestyle management

08/29/2023

We all want to enjoy successful and fulfilling lives, right? If you missed it a couple years ago, here's part 1 of a 5-part series of podcasts entitled YOUR OPTIMAL FINANCIAL WORLD: How to build successful relationships so everyone wins (financially and personally), featuring Vince Annable's conversation with Russ Alan Prince, author of "Everyone Wins, How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs."

Are you doing everything you can to create Your Optimal Financial World? In the first of a 5-part series, Host Vince Annable and his special guest, Russ Alan Prince,…

08/23/2023

MORE on how to maximize your wealth when selling your company. Neglecting important "pre-sale wealth planning" could result in paying MUCH more in taxes after the sale of your business. Here are some important things to remember in this article from Russ Alan Prince in Private Wealth Magazine.

Here are the four biggest mistakes many entrepreneurs make when selling their businesses.

08/08/2023

Did you know that stress tests are the backbone of a virtual family office's strategy? They play a crucial role in ensuring our financial health and stability.

In the dynamic world of investments, stress tests help us simulate different market scenarios, gauging how our portfolios would hold up under pressure. This allows us to make informed decisions and fine-tune our strategies for optimal outcomes, even during turbulent times. Whether it's economic downturns or sudden market shifts, stress tests prepare us to weather uncertainties and safeguard our financial future.

So remember, while we can't predict the future, we can certainly be prepared for it! 🚀💼 Why not check the health of YOUR wealth? Click below to book your free Stress Test with us.

Stress testing your wealth helps you learn if the financial services you are using are delivering the results you deserve without missing out on opportunities.