Virtual Family Office - Affordable Family Office Services

family office

At Wellington.Group, we offer an affordable suite of family office services that cater to small to midsized business owners. We provide financial integration of tax, legal, estate, wealth management, business advisory, and charitable planning strategies. Our platform is composed of specialists who bring strategies in many areas that most successful entrepreneurs don't know exist. When you work with us, we extend access to the virtual family office directly for you or with your tax professional through our team model.

We firmly believe that the first step in preserving and managing your wealth is listening. We'll take the time to get to know you so we can develop a road map that's custom-built to meet your unique financial objectives and personal preferences. As your advisory team, we'll bring clarity to your finances and offer sound advice to guide you towards the right decisions for your family's future.

Contact us now to learn more about how we can help you reduce expenses, taxes, and risks and simplify your financial life.


Virtual Family Office - Private Wealth Design Team

Wellington.Group assists families with a minimum net worth of $25M in managing the complexity of wealth and the opportunities this creates. Successful families deserve planning that maximizes the results for them for as many generations as they desire. These services include:

  • The Family Wealth Blueprint
  • Asset Protection
  • Zero Estate Tax Plans
  • Multigenerational Planning
  • High Net Worth Estate Design
  • Optimal Wealth Transfer Design
  • Legacy & Philanthropic Planning

Contact us now to learn more about how we can help you protect your wealth for the next generation.

Questions? Request a FREE Consultation Today.

Get in touch with us now to find out how Wellington.Group can help you reach your financial goals.