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What should you expect from a VFO ( virtual family office? )

What should you expect from a VFO ( virtual family office? )

As a result of the rise in prominence of independent firms and strides in technology, wealthy individuals and families have greater options than ever in the selection of top-tier wealth-advisory services.

Today, individuals with $25 million or more in portfolio assets (or individuals who anticipate having those assets in the near term through a liquidity event) can expect services that in the past only single-family offices could have provided.

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