Investment Management
Across Accounts & Entities
Unified investment strategy across the family's accounts, entities, trusts, and asset classes — public and private.
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Family Office Coordination — Without The Family Office Price Tag.
Outsourced multi-family office services for families with $5M–$100M+ in Maryland, the DMV, and nationwide.
What Is a Family Office?
A family office is what happens when a family's financial life becomes too complex for any single advisor to coordinate. Multiple entities, multiple custodians, multiple properties, multiple trusts, multiple advisors — and no one whose actual job is to hold the whole picture.
A traditional single-family office solves this by hiring a CIO, a CFO, a controller, an estate attorney, and a tax director under one roof. It works — and it typically requires $100M+ to justify the cost.
An outsourced or multi-family office delivers the same coordination at a fraction of the cost. The family gets one quarterback responsible for integration across investments, tax, estate, philanthropy, trusts, insurance, and reporting — coordinating with the family's existing CPA, attorney, and custodian rather than replacing them.
VFG's family office service is built for families with $5M–$100M who need coordination but don't need a building full of staff.
Who It's For
Family Office Services Are For You If…
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You have $5M+ in net worth and your financial life now involves multiple entities, properties, or trusts.
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You work with three or more advisors and none of them are coordinating with each other.
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You've sold a business or experienced a liquidity event in the last five years.
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Your family operates a private foundation or significant philanthropy program.
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Multiple generations are now involved and you need governance to keep them aligned.
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Consolidated reporting across accounts, entities, and properties simply doesn't exist today.
The Coordinated Approach
Family Office Is Coordination, Defined
This is not a service line — it is an operating system. Each discipline below runs in concert with the others, with the family in the center.
Tax Coordination
Planning + Preparation
Year-round tax planning coordinated with the family's CPA, plus entity-level and trust-level tax oversight.
Estate Architecture
Documents + Funding
Estate plan oversight, trust funding verification, beneficiary review, and lifetime gifting strategy.
Trust Administration
Coordinated with Trustees
Coordination across institutional and family trustees, distributions, accountings, and investment policy statements.
Philanthropy
DAFs, Foundations, CRTs
Coordinated giving — donor-advised funds, private foundation administration, CRT structuring, and family grantmaking.
Consolidated Reporting
One Dashboard
Quarterly consolidated reporting across every account, entity, property, and trust — the family balance sheet, in one place.
Insurance & Risk
Personal + Liability
Property/casualty review, umbrella coverage, life insurance strategy, and asset protection layered through entity design.
Business Oversight
For Owner Families
CFO-level oversight for operating businesses and real estate entities — coordinated with the family's wealth strategy.
Next-Gen Education
Family Governance
Family meetings, next-generation education, governance documents, and stewardship development.
Our Process
How a Family Office Engagement Works
01
Discovery
We map the family's complete balance sheet, entities, advisors, documents, and goals — the things no one else has consolidated.
02
Operating Plan
We deliver a 90-day plan covering the immediate gaps, plus a 12-month operating cadence covering every discipline.
03
Run It
We execute the cadence — quarterly reporting, semi-annual reviews, annual tax/estate update, family meetings — coordinated with your existing professionals.
04
Evolve
As the family changes — births, deaths, sales, marriages, generational shifts — the operating plan evolves with it.
Free Guide
The Coordinated Wealth Blueprint
7 costly financial planning mistakes affluent families make — covering tax planning, estate planning, retirement, asset protection, trusts, business succession, and generational wealth transfer.
Serving the DMV & Nationwide
Serving Families in the DMV and Nationwide
Our office is in Bowie, MD, and many of our family office clients are based in Prince George's County, Anne Arundel, Montgomery County, DC, and Northern Virginia. The DMV's mix of federal contracting wealth, professional households, and second-generation business families produces exactly the kind of multi-entity complexity that benefits most from coordination.
For families outside the region, the entire engagement runs by secure video and a consolidated reporting portal — coordination does not require co-location.
Frequently Asked Questions
Family Office Coordination — Common Questions
Coordinated Disciplines
Related Planning Areas
The Legacy Wealth Brief
One high-impact wealth strategy, delivered every week.
Insights on tax planning, estate planning, retirement income, business ownership, and generational wealth.
Put One Quarterback In Charge.
Schedule a complimentary 30-minute conversation. We'll map your current advisor stack and show you what coordinated would look like.