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Engagement Packages — Scaled To Your Stage.
Four ways to engage VFG, designed for where your wealth actually is.
Choose Your Engagement
Four Packages. One Coordinated Approach.
$500K – $3M
Foundation Plan
A coordinated financial plan for households building real wealth. Tax, retirement, investments, and basic estate — together, in one strategy.
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$3M – $15M
Legacy Growth Plan
Ongoing coordinated wealth strategy for households and business owners in active build mode. Quarterly engagement across tax, investments, estate, and entities.
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$15M+
Legacy Preservation Plan
Outsourced family-office coordination for multi-generational households focused on preservation, transfer, philanthropy, and stewardship.
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Trustees & Boards
Trust & Foundation Administrator
Outsourced administration and governance for family trusts and private foundations. For trustees, board members, and families running entities.
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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.
Not Sure Which Engagement Fits?
30-minute fit call. We'll listen first, then recommend the right starting point.