The Power of a Virtual Family Office

What is a Virtual Family Office?

A Virtual Family Office isn’t an on-line platform. It is a team of expert professionals that focus on helping clients with their various planning needs. Whereas, a traditional Family Office generally works with one ultra-high net worth family that has $50+ million. We have replicated the Family Office model to help provide sophisticated planning to our clients with $5-$25+ million.

Our clients are highly-compensated executives, wealthy doctors & lawyers, and successful business owners. Our clients often have a cash event, such as a divorce, business sale or estate settlement, and need help with how to invest and protect their wealth. We help our client get off the escalator of success and start living the life they truly want. We work with a small number of wealthy, successful families and individuals upon whom we can have a huge impact. We begin all client relationships with two, no pressure meetings to help identify where you are today, where you want to go and any gaps that might exist.

What We Do

Investment Management

Tax Planning, Preparation & Mitigation

Elder Care Strategies

Executive Compensation

Insurance

Estate Planning & Wealth Transfer

Business Sale & Valuation

School & College Advising

Asset Protection

IRS Disputes

Jewelry & Fine Art Appraisals

Professional Trustee & Executor

We help executives and business owners get off the escalator of success and start living the life they truly want. Our firm works with a small number of wealthy, successful families and individuals upon whom we can have a huge impact. We use a consultative process of two, no pressure meetings to help identify where you are today, where you want to go and any gaps that might exist.

Chastain Wealth Management