What Is a Virtual Family Office?
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.
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
How Much Money Do You Need For a Virtual Family Office?
Many virtual family offices work with families who have over $2 million and in investable assets. At this level, coordination between investments, taxes, and estate planning becomes increasingly important.
How a Virtual Family Office Works?
A virtual family office goes further by connecting all financial areas into one strategy. It coordinates:
Investments
Taxes
Estate planning
Insurance.
Retirement income
Instead of giving isolated recommendations, it ensures every decision works together.
Why Choose One Advisory Partners
At ONE Advisory Partners, we put your interests first. As a fiduciary and fee-only firm, we provide unbiased and transparent financial advice tailored to your unique situation. Every client deserves a personalized approach that reflects their goals and values and our mission is to deliver clarity and confidence at every stage of your financial journey.
Our distinctive flat-fee structure means our guidance is free from commissions and sales pressures. With a dedicated team focused on education, empowerment, and measurable value, we stand by you through every phase of your financial life.We specialize in helping busy professionals and families transition successfully from career to retirement. By offering comprehensive, personalized planning, we ensure long-term success 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 in New York typically includes investment management, tax planning, estate coordination, legacy planning, and administrative support. Families benefit from having these services integrated under one trusted advisor.
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Virtual family office services coordinate directly with CPAs, attorneys, and estate planners to create efficient tax strategies and long-term legacy plans, helping families reduce tax burdens and ensure wealth transfer across generations.
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Yes. A virtual family office cost is generally lower than a traditional single-family office because it eliminates overhead while still delivering comprehensive services. Families only pay for the expertise they need.
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Absolutely. Virtual family office advisors provide tailored family wealth planning that addresses the needs of multiple generations, from wealth preservation to education funding and inheritance strategies.
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Your virtual family office acts as the central hub, working seamlessly with your existing advisors. This ensures all aspects of wealth management—legal, tax, and investment—are fully aligned with your family’s goals.
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High-net-worth families benefit from the professional oversight, confidentiality, and personalized strategies a virtual family office offers, without the high operating costs of a traditional in-house office.
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Virtual family offices are designed to be adaptive and scalable. As your wealth, business, or family priorities evolve, strategies can be adjusted to match new goals, tax laws, or financial landscapes.
Secure Your Virtual Family Office in New York Today
Simplify wealth management with tailored strategies for investments, estate planning, and long-term financial security.
