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

Ami Kassar

Business Financing Specialist

Andrew Lassise

Technology and Cyber Security Specialist

Andy Ruhland

Employee Benefits Specialist

Ashley Lupiani

Life Insurance Solutions

Ben Golden

Tax Resolution Specialist

Bobby Giurintano

Workers’ Compensation Premium Recovery and Workers’ Compensation Consulting Services

Bruce Gendein

Advanced Qualified Plans

Charles Riggs

Research and Development Tax Credits

Chris Hall

Estate Planning ($0 to $5m)

Chris Sargent

Tax Mitigation – Leveraged Deductions

Craig Favara

Leveraged Deductions

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

Eric Partin

Long Term Care Specialist

James Duggan

Advanced Tax and Estate Planning

Janel Sykora

Software Services (Tax Review System)

Jeff Deckman

Leadership, Cultural and Business Growth Expert

Jeff Stolper

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

Jesse Raynes

Tax Mitigation Specialist using Solar Investment Strategies

Joel Grushkin

Cost Segregation

John Frazier

Charitable and Legacy Planning Specialist

Jon Randall

Advisor Growth Coach

Josh Malancuk

Cost Remediation – Property Tax Reduction and Economic Incentives

Justin Searle

Customized Business Owner Benefit Plans and Employee Retention Plans

Kim M. Blaugher

ESOP Expert

Loren Hollingsworth

Individual and Business Tax Mitigation Specialist

Manos Cito

Wealth Management & Insurance

Mark Goodman

Premium Financing – Premium Funding (Min $10 Million Net Worth)

Mark Wagener

Outsourced Payroll and HR

Matt Miller

Tax Incentives for Export Businesses

Matt Morris

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

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

Roger Roundy

Private Reinsurance Specialist

Ron Elwood

Outsourced CFO Specialist

Ryan K. Foncannon

Tax Mitigation, Oil & Gas

Scott Phillips

Tax Mitigation, Oil & Gas Developmental Drilling Programs

Sean Rogers

Fractional CFO/bookkeeping using Automation/AI

Steve DeTray

Business Exit Planning & Certified Business Valuation

Ted Landgraf

Project Financing Specialist – coordinate lenders to provide funds for projects $100 mm -$5bn

Ted Lavin

Employee Retention Credits & Research and Development Tax Credits

Trever Jones

Outsourced CFO and Accounting Specialist ($2 mil. minimum business revenue)