Family Office
Family Office Services for Households Under $25M
Traditional family offices start at $100M. Here's how families between $5M and $25M get the same coordination without the overhead.
Garth Vickers·
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Insights
Insights for the Long Game.
Practical guidance on tax, estate, retirement, and investment planning — written by Garth Vickers and the VFG team.
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Estate
Private Foundation Administration: When a Family Foundation Beats a DAF
DAFs are easier. Foundations are more powerful. Here's how to know which one matches your family's intent — and what running a foundation actually involves.
Garth Vickers·
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Wealth Management
The Coordinated Wealth Blueprint: How the Quarterback Model Actually Works
Every affluent family has the players. Almost none have a quarterback. Here's how the model works in practice — meeting by meeting, document by document.
Garth Vickers·
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Generational Wealth
Preparing Heirs for Inherited Wealth: The Conversation That Saves Generations
Two out of three wealthy families lose their wealth by the second generation. The fix isn't a better trust — it's a family willing to have the conversations most families avoid.
Garth Vickers·
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