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.

Aleks Dyo

Charitable Gift Financing / Advanced Pension Plans