Your Virtual Family Office
We use comprehensive financial planning in a Virtual Family Office (VFO) framework to set goals, define your investment strategy, and guide you toward retirement with clarity and purpose.
Our primary focus is for you to identify where you are today, where you want to go, build a hyper efficient plan to get you there, and monitor your progress along the way to keep you on track.
Simplify your life.
A high-performing virtual family office makes a lot of sense if your life is full of complexity. Silvertree’s Virtual Office framework provides all of the solutions for your financial needs in one place. We take the time to get to know you and your financial needs, providing custom solutions tailored to your life – removing complexity and simplifying your life.
Streamline your time.
By utilizing our VFO (Virtual Family Office), you gain access to highly specialized experts in over 30 different fields of study, all coordinated through a single point of contact: Silvertree. No longer will you be tasked with implementing advice from multiple professionals on your own – giving you back the time to do what matters most to you.
Centralize your wealth.
Goals-Based Planning & Investing
Tax Strategy & Planning
Wealth Strategy & Liquidity Planning
Estate, Philanthropy, & Legacy Planning
What exactly is a VFO (Virtual Family Office)?
A virtual family office replaces the old school referral model of “I know a guy or gal…”, where you tend to receive uncoordinated (siloed) advice that is inefficient and costly.
With a VFO, a team of highly skilled specialists apply their expertise to evaluate all aspects of your financial situation and devise appropriate solutions for your specific needs – all through a single point of contact.
Through your virtual family office, you will receive all of the financial services you may need – including risk mitigation, wealth management, legal services, business advisory, tax planning, and more.
Highly Specialized Industry Experts
1031 Exchanges
Advanced Life Insurance Strategies
Advanced Pension Plans
Annuities
Business Exit Planning
Business Financing
Business Law
Business Valuation (Certified)
Captive Insurance Companies
Cash Balance Plans
Charitable Giving
Cost Remediation
Cost Segregation
Delaware Statutory Trusts
Robotic Process Automation (RPA)
Employee Benefits Specialist
ESOPs
Estate Planning
Executive Compensation
Key Employee Retention
Life Settlements
Long Term Care
Merchant Processing
Opportunity Zone Funds
Outsourced Bookkeeping
Payroll
Premium Financing
Puerto Rico Act 20 and 22
Qualified Retirement Plans
R&D Tax Credits
Social Security Planning
Tax Preparation and Planning
Tax Relief
... and more!
The Virtual Family Office Framework
We have found that high-performing virtual family offices tend to take specific approaches that are integrated with one another to form a holistic, interconnected framework. There are three major components of the framework:
The Human Element
The ability of your professionals to deeply understand you and your priorities, to communicate with you in ways that enable you to make informed decisions and to build ever-greater trust and rapport with you.
Cohesive
Team
The ability of your professionals to access top-of-the-line specialists, to deliver even the most specialized solutions when appropriate and to provide preferential and cost effective access to solutions.
Systematic Processes
The commitment of your professionals to identify and address mistakes, to find opportunities that may have been overlooked and to ensure that you are constantly up to date in your approaches.