Services

Given the complex financial landscape, investors face the challenge of finding solutions that address all their needs in one place. Traditionally, these services are scattered across various institutions, making effective wealth management difficult.

We offer professional and proper wealth management, providing the following services:

Management of global public and private assets

Establishing investment strategies that align with the family's risk tolerance and financial objectives

Risk management

Identify, assess and mitigate financial and equity risks to protect family wealth over the long term

Estate planning

Ensuring that wealth is preserved and transferred efficiently across generations.

Family-level consolidation and reporting

Centralization of wealth information through Addepar, our strategic partner, offering a scalable platform tailored to our investors’ needs.

Family Office Services

Financial education, family governance, philanthropy and others.

Testimonials

The pressure from Virtus at work has made us perform better.

Hiring Virtus Family Office years ago was the best decision I’ve made. Today, I have efficient, professional wealth management and am able to make better strategic decisions.

Virtus Family Office is 100% dedicated to defending the interests of its clients.

Virtus Family Office has led my family's internal process in generational wealth succession. Today, we have clarity and confidence in the generational transition.

It is a privilege to be a board member at Virtus due to the reputation of its executives / partners, the opportunity to meet other successful business leaders, and the exchange of business and personal topics that enriches all of us.

Client testimonials, statements, opinions, and/or likes in here was solicited and are non-representative of all Virtus Family Office clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.