Smarter Virtual Family Office Solutions in New York
Protect, grow, and transfer your wealth with trusted New York–based virtual family office strategies tailored to your needs.
Our Virtual Family Office Services in New York
Comprehensive, flexible, and confidential solutions designed to protect, manage, and grow your family’s wealth.
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Wealth & Investment Oversight
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Estate & Legacy Planning
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Tax Planning & Compliance
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Administrative Support & Reporting
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Tailored & Scalable Plans
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Philanthropy & Charitable Giving
Who Benefits From a Virtual Family Office in New York
From entrepreneurs to multi-generational families, discover how a virtual family office helps manage wealth, protect assets, and ensure long-term success in New York.
High-Net-Worth Families: Simplify wealth management with professional oversight and tailored strategies.
Entrepreneurs & Business Owners: Focus on running your ventures while we manage your personal financial legacy.
Multi-Generational Families: Protect assets and ensure smooth transfer of wealth across generations.
Philanthropic Families: Align charitable giving with your values while maximizing impact and tax benefits.
Your Path to a Virtual Family Office in New York
From consultation to ongoing management, we make it easy to establish and maintain a trusted family office solution.
Initial Consultation – Share your family’s goals, priorities, and current financial landscape.
Customized Strategy – We design a tailored plan covering investments, tax, estate, and administrative needs.
Seamless Onboarding – Our team integrates services quickly while ensuring complete confidentiality.
Ongoing Management & Reviews – We provide continuous oversight and adapt strategies as your family’s needs evolve.
Why Choose One Advisory Partners
At ONE Advisory Partners, we prioritize your interests above all else. As a fiduciary and fee-only firm, we provide unbiased, transparent financial advice tailored to your unique situation.
We believe that every client deserves a personalized approach that reflects their goals and values. Our commitment is to empower you with clarity and confidence at every step of your financial journey.
Our distinctive flat-fee structure ensures that our guidance is aligned solely with your goals, free from commissions or sales pressures. With a passionate team dedicated to education, empowerment, and measurable value, we support you through every phase of your financial life. We specialize in helping busy professionals and families transition confidently from career success to a fulfilling retirement, offering comprehensive, personalized retirement planning built on clarity, trust, and expert collaboration.
Client Testimonials / Success Stories
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“I’ve been working with Jon for the last year or so. He has helped my wife and me get our financial house in order and determine where we stand for retirement. He’s recommended people to help with estate planning, is helping us invest more wisely, has provided great advice regarding the difficult decisions to purchase additional life insurance and long-term care insurance, and has already helped us reduce our tax burden significantly. I’ve referred multiple people to him and will continue to do so. My only regret is that I did not hire him years earlier.”
Relationship to Financial Advisor: Client as of Apr 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest. -
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"My wife and I have first met Ron Sanders nearly 15 years ago. He and his company have managed our retirement assets since that time. We have always been impressed with the service received and the financial performance achieved."
Relationship to Financial Advisor:Client as of Jun 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest. -
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“Dan Miller has helped us a lot to navigate our finances. His experience has made a big difference in helping us understand money management. We trust the way that he manages our investments. He has always provided answers to our questions and has given us much needed guidance with major money decisions. Dan is professional but yet very friendly and approachable. We have recommended him in the past and wouldn't hesitate to do so in the future.”
Relationship to Financial Advisor: Client as of Apr 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interes
Meet Your Retirement Advisors
At ONE Advisory Partners, our mission is to bring clarity and confidence to your journey from career success into a fulfilling retirement. Founded on the belief that every client deserves personalized attention and truly unbiased advice, we’ve dedicated our practice to helping successful professionals and families navigate one of life’s most important transitions—retirement.
Our Philosophy
Our founding principle is simple: put the client’s interests first, always. As a fiduciary and fee-only firm, we are committed to objectivity and transparency at every step. Our distinctive, predominately flat-fee structure means you receive advice that’s truly aligned with your goals, not driven by commissions or sales quotas. At ONE Advisory Partners, you’ll find a team passionate about education, empowerment, and delivering measurable value through every phase of your financial life.
FAQs
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A virtual family office provides wealth management, tax planning, estate structuring, and administrative support—all without the cost of a full in-house team. It’s a flexible way to access top-tier financial expertise while keeping overhead low.
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A traditional office requires hiring dedicated staff and maintaining expensive infrastructure. A virtual family office delivers the same level of service but in a cost-effective and scalable way, making it ideal for families who want expert support without the high expenses.
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Costs vary depending on the level of service your family needs, from basic oversight to full-scale tax, estate, and investment planning. While not one-size-fits-all, it’s generally far more affordable than operating a traditional family office in New York.
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Yes. Most families already have accountants, attorneys, or investment managers. A virtual family office coordinates these professionals so everything works together under one cohesive plan.
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Absolutely. Virtual family offices use secure systems and strict confidentiality measures to protect sensitive financial information. Privacy is always treated as a top priority.
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High-net-worth families, entrepreneurs, and multi-generational households often choose virtual family offices. It’s especially useful for families who want professional oversight without hiring a full internal team.
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Setup is typically much faster than building a traditional office. Once your consultation and onboarding are complete, most families can begin working with their virtual family office in just a few weeks.
Secure Your Virtual Family Office in New York Today
Simplify wealth management with tailored strategies for investments, estate planning, and long-term financial security.
