We Reduce the Stress Caused by Financial Complexity
Our Virtual Family Office consists of financial planners, investment managers, tax professionals, and attorneys that help alleviate the burden of managing your complex financial life.
YOUR OWN expert Team
A Simple, all inclusive fee structure
A true fiduciary by your side
Tailored Solutions for Your Final Journey
Your retirement is as unique as you are. Whether you're looking to travel the world, pursue lifelong passions, or simply relax and enjoy time with loved ones, our Virtual Family Office services are designed to support your retirement goals every step of the way. From comprehensive wealth management to retirement income planning, our team of experts will craft personalized solutions that align with your vision for the future.
Know Where You Are And Prepare For Where You Want To Be
Our goal is to help you:
protect
your assets
Guard against unforeseen risks and grow your wealth.
Complete the puzzle
Understand how all the disparate financial pieces fit together.
Gain Peace
of Mind
Finally feel like your finances are moving you toward your desired future.
We understand how complicated your financial life can be
Our firm has worked with savvy retirees for over 20 years.
Our holistic-style financial guidance addresses your diverse needs, and is coordinated seamlessly by your dedicated team of experts.
Access to your team virtually anytime, from anywhere.
A Team to Help Take the Burden Off Your Shoulders
Our advisory team collaborates with you to implement your wealth strategies.
For completely transparent fees, our comprehensive advisory engagements include:
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Goals-based financial planning
Retirement analysis, cash flow analysis, education planning, tax planning, and estate planning
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Investment strategy & planning
Low-cost, tax-efficient investing, within carefully defined risk-management parameters
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Tax strategy & planning
Annual tax preparation, annual tax analysis and projections, and tax optimization strategies
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Personal legal services
Personal legal matters such as estate planning, audit defense, elder law, adoption assistance and more
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Charitable giving strategies
Donor-advised funds, optimized gifting strategies, qualified charitable donations
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Cash management & lending
High-yield FDIC-insured up to $12 million, pledged asset lines of credit, discounted mortgages
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Risk management solutions
Protect your family, and your legacy from unexpected events
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Lifestyle & wellness resources
We help you live your best life
How it Works
1. Establishing a Trusted Relationship
We start by getting to know you. During our initial conversation, we listen closely to your dreams, concerns, and what matters most for your next chapter.
2. Understanding Your Financial Picture
Next, we gather and review your current financial information—assets, income, expenses, and goals. This helps us see where you are today and where you want to be tomorrow.
3. Defining Your Goals
Together, we clarify your retirement vision and set clear, achievable objectives. Whether it’s traveling, supporting family, or simply peace of mind, your goals become our roadmap.
4. Creating a Personalized Plan
With a deep understanding of your situation and aspirations, we craft a tailored financial plan. This plan addresses investments, taxes, estate planning, and risk management—everything you need for a confident retirement.
5. Implementing Your Strategy
Once you approve your plan, we put it into action. We set up accounts, implement your strategy, and coordinate with other professionals, so you can focus on what you love.
6. Ongoing Review and Adjustment
Your life and the financial landscape will change. We regularly review your plan, making adjustments as needed to keep you on track and confident for the years ahead.
Are We a Match?
You want to partner with a wealth management firm whose expertise is working with people like you.
We may be a good fit if you:
Are a busy, successful professional who wants to delegate your wealth strategies so you know your money is working for you in an optimal manner
Seek a financial plan of action that gives you confidence you can live and work on your own terms
Want a relationship with a true fiduciary advisor to provide integrated financial, tax and legal, and lifestyle management services
Have investable assets of more than $2,000,000
Take the First Step—Schedule a Call
Take the first step to feeling confident you finally have a solid plan of action to achieve both your financial and lifestyle objectives. Schedule an introductory call today.
Frequently Asked Questions
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A virtual family office coordinates investments, tax planning, estate strategy, and financial decisions for families with significant assets. Instead of managing each area separately, a virtual family office integrates multiple advisors into one coordinated plan.
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Many virtual family offices work with families who have over $2 million in investable assets. At this level, coordination between investments, taxes, and estate planning becomes increasingly important.
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A traditional financial advisor often focuses on investments. A virtual family office coordinates investments, tax planning, estate strategy, insurance, and other financial decisions through one central strategy.
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ONE Advisory Partners works primarily with corporate executives nearing retirement and business owners preparing for a liquidity event. Many clients have accumulated over $2 million in assets and want coordinated wealth management.
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Virtual family office services typically include investment management, tax strategy coordination, retirement planning, estate planning collaboration, and long term financial decision guidance.
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Retirement often increases financial complexity. A virtual family office helps coordinate investment income, tax strategy, estate planning, and long term wealth decisions under one strategy.