Comprehensive Wealth Management for Modern Families
Today's high-net-worth families need sophisticated financial oversight without the substantial cost and complexity of maintaining a traditional family office. At AHC, our Virtual Family Office (VFO) services provide an elegant solution—delivering coordinated, comprehensive wealth management with greater flexibility and efficiency.
Your Family's Legacy: Expertly Managed
We understand that preserving and growing generational wealth requires more than standard financial advice. Our Virtual Family Office approach brings together experienced advisory services across investment management, tax planning, estate strategy, philanthropy, and more—all synchronized to support your family's unique goals and values.
How Our Virtual Family Office Supports You
Coordinated Wealth Management
Family Governance and Legacy Planning
Lifestyle and Administrative Support
- Holistic investment strategy across all family assets and entities
- Consolidated reporting and performance monitoring
- Cash flow management across multiple households
- Integration of business interests with personal financial planning
- Development of family mission statements and investment policies
- Next-generation education and wealth transfer preparation
- Family meeting facilitation and communication support
- Legacy planning that reflects your values and intentions
- Bill payment and household financial management
- Coordination with outside professionals (CPAs, attorneys, insurance specialists)
- Charitable giving strategy and implementation
- Concierge services for complex financial transactions
The Perfect Balance
Our Virtual Family Office delivers the comprehensive oversight of a traditional family office with greater flexibility and cost-efficiency. As a wholistic wealth management firm, we provide truly integrated services that address the complex interplay between your family's business interests, investments, tax considerations, and estate plans.
Client Relationships
Our Virtual Family Office clients include entrepreneurial families, multi-generational wealth stewards, business owners planning transitions, and newly liquid families looking to establish sound governance structures. What unites them is our ability to provide sophisticated family office services without requiring them to build an in-house team.
Reimagine Your Family's Financial Management
Whether you’re considering establishing a family office, looking to streamline existing arrangements, or seeking more comprehensive financial oversight, our Virtual Family Office services provide the perfect balance of expertise, coordination, and value.
Schedule a confidential consultation to discover how our Virtual Family Office approach can enhance your family’s financial well-being while simplifying the complexities of significant wealth.
Schedule a confidential consultation to discuss how we can help you achieve the full value of your life’s work and secure your financial future beyond your business.
