S.W.A.N. Virtual Family Office (VFO)

Your Proactive and Holistic Partners

At S.W.A.N. Virtual Family Office (VFO), in addition to our range of financial planning services, we provide you with a Virtual Family Office of experts, which combine the following six disciplines to provide you with truly PROACTIVE and HOLISTIC planning to ensure that you will be MAXIMIZING YOUR POTENTIAL:

  • Wealth Management
  • Tax Planning
  • Risk Mitigation
  • Leveraged Financing
  • Legal Services
  • Business Advisory

Upcoming Events

Nicholas S. Imes Memorial Golf Scramble
Saturday, July 27th -

Meet Our Team

Advisory Services Team

Your dedicated home office that supports you in day-to-day matters.

Proactive Planning Team

Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.

Virtual Family Office

Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.

Combining Proactive Planning and the Virtual Family Office Experience.

We recognize that our best clients want PROACTIVE and HOLISTIC planning.

That is why at S.W.A.N. Virtual Family Office (VFO) we have upgraded to a 21st century business model based around HOLISTIC and PROACTIVE advice, and are supported by a Virtual Family Office of experts.

Maximizing Our Clients' Potential Through Proactive & Holistic Planning
Contact Us