Virtual Family Office
Functionality within the Repository for managing your office — assistants, tasks, documents, and communication under your control, from any device
Virtual FO is a single digital infrastructure that keeps everydetail under your control with just a glance at your phone
Faster decisions with full context
Document access without Repository exposure
Your office, anywhere
Delegation without loss of visibility
Your children will ask for it
Research shows that your family demands digital services, not spreadsheets, papers and advisors*
81%
of heirs plan to drop their parents' family office. Reason? No digital services
74%
of families lack proper succession documentation
47%
of family office managers are dissatisfied with their firm's digital solutions
*Source:
Citi Wealth “Global Family Office Report”
What’s included
Virtual family office. 24/7. On any device
Control every corner of your family wealth
Consolidate fragmented reporting, documents, emails, and messages
Reach advisors, lawyers, and managers from a single space
Create tasks, set deadlines, and approve when done
Keep documents in digital vault, with encryption and role-based access
Get insights with interactive dashboards
Why choose a Virtual Family Office?
Your family wealth is convoluted. It takes significant time to manage. Virtual Family Office gives you back control.
Orchestration layer
You work with different lawyers, tax advisors, managers, and family offices. Different messengers, inconsistent reporting, scattered emails and calls. You don't need to replace anyone. Add them to the Virtual Family Office and synchronize their work in one place.
Family Office as a team
Invite family members, experts, assistants to your office. Add from your Repository or manually, track who's online, and assign roles. Members only get access to what you decided to share.
Document storage
Your personal server for storing asset data. It runs independently, physically separated and deployed.
Task Tracker
Create tasks, assign them to any VFO member, and track progress in real time. Set deadlines, prioritize what matters, and see everything in a dedicated widget.
Dashboard
See what matters most at a glance: active tasks, responsible parties, document counts, and more. Click to expand into full-screen analytics whenever you need deeper insights.
Controlled cases
Create cases - separate workspaces for grouping related tasks, documents, participants. Chat with your family and assistants, set tasks, and structure activities within the VFO by topics and projects.
Explore Other Core Features
Algorithms & Family
Assets & Attributes
MyHub
International Will
Full Feature List