Multigenerational Living

The Virtual Family Office: Comprehensive Expertise for the ‘Merely Affluent’

The single-family office is often the preferred way for the exceptionally wealthy among us to coordinate the full range of their financial and personal affairs –   from the mundane to the deeply complex.

  • Virtual family offices offer products, services and expertise traditionally available only to the very wealthiest families.
  • A coordinator – often a wealth manager – is at the center of a virtual family office and facilitates the efforts of various specialists.
  • The professionals associated with a virtual family office must have the expertise, integrity, professionalism and personal chemistry.

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Other notes and risk warnings

This article contains the opinions of the authors but not necessarily Donald Wealth Management (the Firm) and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. It is not a promotion of Donald Wealth Management’s services. Donald Wealth Management strongly suggests that no investor should act on any of these ideas without first seeking financial advice.

Past performance is not indicative of future results and no representation is made that the stated results will be replicated. The value of an investment is not guaranteed and on encashment you may not get back the full amount invested. Errors and omissions excepted.

Donald Wealth Management is a trading style of Donald Asset Management Limited which is authorised and regulated by the Financial Conduct Authority in the United Kingdom (FRN: 223784). Donald Asset Management Limited is registered in England and Wales under Company No. 4675082. The registered office address of the Firm is: Stable End, 12 Heather Court Gardens, Four Oaks, West Midlands, B74 2ST.