Virtual Family Office

Virtual Family Office

There has never been a better time to be plugged into a Virtual Family Office (VFO). With the proper guidance, individuals receive proactive and holistic advice from best-in-breed professionals working in collaboration to achieve their personal and professional goals. 

The VFO allows individuals’ most trusted advisors to work together. The objective is to keep our clients’ best interests in mind putting them in control of their financial priorities and needs.

Advisory Services Team

Your dedicated home office that supports you in day-to-day matters.

Manos Cito

Proactive Planning Team

Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.

Manos Cito

Wealth Management & Insurance

Virtual Family Office

Your dedicated home office that supports you in day-to-day matters.

Aleksander Dyo

Charitable Gift Financing / Life Settlements and Investments 

Ami Kassar


Andrew Lassise

Technology and Cyber Security Specialist

Andy Ruhland

Employee Benefits Specialist

Ben Golden

Tax Resolution Specialist

Bruce Gendein

Advanced Qualified Plans

Chris Blees

Business Sale and Succession Planning

Chris Hall

Estate Planning ($0 to $5m)

Chris Ostler

R&D Tax Credits

Chris Rivera

Outsourced Staffing Services

Craig Stone

Advanced Tax and Estate Planning

Dan Zimanski

Business Growth Consultant

Darren Sugiyama

Premium Financing (Min $2.5 Million Net Worth)

Derek Spitzer

Captive Insurance Companies

Don Feldman

Business Exit Planning

Fritz Strehlow

Business Valuation (Certified Valuation Study)

Heather Schriber

Social Security Specialist

James Duggan

Advanced Tax and Estate Planning ($50 Mil. minimum estate value)

Janel Sykora

Software Services (Tax Review System)

Jeff Deckman

Leadership and Cultural Change Expert

Jeff Stolper

Cost remediation specialist for businesses and business owner’s personal expenses.

John Frazier

Charitable and Legacy Planning Specialist

Jon Randall

Advisor Growth Coach

Josh Malancuk

Cost Remediation – Property Tax Reduction and Economic Incentives

Kim M. Blaugher

ESOP Expert

Manos Cito

Wealth Management & Insurance

Mark S. Goodman (Minimum net worth $10 Mil.)

Premium Financing

Mark Sims

Captive Insurance Alternatives

Mark Wagener

Outsourced Payroll and HR

Matt Miller

Tax Incentives for Export Businesses

Matt Morris

Estate Planning Specialist (Estates $0 to $5m)

Michael Galdieri

Employee Retention Credits and R&D Tax Credits

Michael Simms

Business Valuation (BizEquity)

Michael Sir

Disability Insurance Specialist – Provider of DI Planning Software

Mitch Nelson

National Disability Insurance Specialist

Nick Johnson

1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds

Paul Latham

Client Business Advisory

Randy Fox

Advanced Tax and Estate Planning

Ron Elwood

Outsourced CFO Specialist

Scott Phillips

Tax Mitigation, Oil & Gas Developmental Drilling Programs

Sean Rogers

Fractional CFO/bookkeeping using Automation/AI

Ted Lavin

Employee Retention Credits

Todd Steinberg

M&A – Practice Acquisitions & Disposals

Trevor Arnold

Outsourced CFO Specialist ($3 mil. minimum business revenue)

Trevor Patching

Customized Business Owner Benefit Plans and Employee Retention Plans

Wilton White

Digital Employees and Robotics