What is a Virtual Family Office (VFO)?
As family wealth matters become increasingly complicated, the need for collaboration across the disciplines of tax, estates, trusts, and wealth management is rising. A VFO brings together many specialist advisers coordinated across several firms by dedicated professionals. Family governance sits at the heart of intelligent planning, and working together on cross-disciplinary solutions is critical to providing optimal outcomes for the client.
Why choose a VFO with Quilter Cheviot?
Specialist Expertise
Quilter Cheviot has specialised knowledge and experience in managing and growing wealth. We can offer clients sophisticated financial strategies, investment opportunities, and tax-efficient solutions that will facilitate the services provided by solicitors and accountants.
Comprehensive Service
Our VFO service offers a one-stop solution, combining investment management, financial planning, tax optimisation, estate planning, and more. This comprehensive approach streamlines client needs, ensuring a coordinated and effective strategy.
Collaboration
Quilter Cheviot often collaborates with legal and accounting professionals. By partnering with a VFO, solicitors and accountants can enhance the value they offer to their clients and receive referrals for legal and accounting services in return, creating a mutually beneficial relationship.
Next steps
Explore the valuable solutions and outcomes we can help you achieve for your clients. Speak with our friendly professional services team today.