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Play, download and edit the free video VFO Framework Video - How the Virtual Family Office is Different From Traditional Wealth Management.

The Virtual Family Office is a powerful tool that could help you create the optimal financial world you deserve. In this short video, we'll share some of the research we've found on how successful high net worth investors are making sure they're maximizing the probability of achieving all that's important to them where their personal wealth is concerned. We call it the Virtual Family Office--or VFO--Framework .

We begin at the center with your optimal financial world because that's what we want to create. There are 3 important measures of success we use in the framework.
1. Precision—Maximizing your goals, and doing exactly what you need to do to achieve them
2. Access—meaning working with the right experts dedicated to achieving your goals, and…
3. Implementation—You’re able to implement the right strategies to get you the comprehensive results you want.

Those measures of success and the optimal financial world you want to create are at the heart of the Virtual Family Office.

There are also 3 key drivers that make these Virtual Family Offices successful. The first is the Human Element. We’re not dealing with one-size-fits-all products and strategies here. Rather, we’re talking about working with professionals—all experts in their fields—who want to develop a close relationship with you to understand your lifestyle, your goals and everything that’s important to you in order to develop customized solutions to your specific needs—not someone else’s. That’s why the human element is so important.

The second key driver is a Cohesive Team—a team composed of consummate professionals that you need to work with. They are not only the best-of-the-best at what they do, but they also work closely with one another in close collaboration for your benefit.

And the third key driver is what we call a Systematic Process. This is the use of a proven methodology designed to help you get the results you want.

Now, each of these three key drivers come with what we call “3 essentials” for a total of 9 essentials overall that define the most successful Virtual Family Offices.

Starting at the top of the Virtual Family Office framework with The Human Element, the experts you work with need to conduct a client-centered discovery to learn about you personally, to learn about your family, about your lifestyle, your goals and what needs to be done financially in order to help you get from where you are now to where you want to be.

The second essential of The Human Element is having coherent, connected communication with your Virtual Family Office professionals so that you can clearly understand the strategies and tactics your experts are implementing throughout the wealth management process on your behalf.

The third essential is the deep intimate relationship. This is necessary so that each professional you work with understands not only you, but your family, the causes you care about, and how you want to make a positive difference in the world. Because of these deep relationships, your experts can help arrange your affairs to help maximize the probability of achieving your goals.

Next are the 3 essentials of the cohesive team. The first of which is to work with the best-of-the-best. Because no single individual knows all that is necessary at every level of wealth management, we want to find the very best individuals in their respective areas of expertise to work together to achieve all that’s possible for us.

The second essential of our cohesive team is that we'd like to have preferential arrangements. This is an important intangible benefit that comes with having a close relationship with a wealth manager who is very closely connected with the various experts who’ll be working with you. These preferential relationships may offer you preferred service by allowing you to jump to the head of the line to talk with professionals about urgent needs, and it may result potential cost advantages as well.

Our cohesive team’s third essential is to have state-of-the-art capabilities, because it’s one thing to be knowledgeable about wealth management strategy and methodology, but it’s just as important—if not more so--to have the skills and technology to implement those strategies so that your wealth management plan can be as effective as possible in helping you attain your important objectives.

Put it all together: the 3 measures of success, the 3 key drivers and the 9 essentials focused on delivering your optimal financial world, and you have the framework of the Virtual Family Office, dedicated toward helping you enjoy the lifestyle you deserve while taking care of the people you love and the causes you care about.

To learn more about how a Virtual Family Office can help you pursue your optimal financial world while delivering exceptional value, visit http://www.vfoag.com.

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