Getting Started With a Virtual Family Office

Lessons by the Lake: The Oswego Private Wealth Show

Welcome back to Lessons by the Lake! This time, we delve into the dynamic world of Virtual Family Offices (VFOs) – a game-changing approach to wealth management that is revolutionizing the way high-net-worth individuals and families handle their financial affairs. Join us as we explore the intricacies of this innovative model and provide insights on how you can get started leveraging its benefits.

Joining us on today's episode is Allison Tirado, Elite Advisor Coach at CEG Worldwide, to discuss the tailored services offered, ranging from investment strategies and estate planning to tax optimization and risk management. Allison will also share why the VFO model has been becoming a more popular wealth management model for business owners in today's day and age.

Chapters:

0:00 - Introduction and overview on the topic and guest for today's show

1:35 - Allison's unique perspective into Virtual Family Offices

2:45 - What is a Virtual Family Office?

7:03 - It all begins with a deep discovery

9:42 - Putting together a comprehensive blueprint that examines all financial components of someone's life

15:45 - How a stress test is conducted and the value it provides to people

18:45 - The biggest concerns of business owners and high-net-worth individuals

22:26 - Your wealth manager should be looking out for your best interests

25:41 - Wealth personalities can factor into the stress testing process

28:45 - You want your wealth manager to align with your own wealth personality

31:43 - Where to learn more and how to get in touch with Allison and her team

32:30 - Closing remarks

Connect with Bob Bedritis:

Website

Facebook

YouTube

LinkedIn