FAMILY OFFICES
VCP is an independently operated advisory firm, offering family offices and select nonprofit institutions comprehensive family office services and customized financial and investment advice. VCP’s Family Office Practice Group focuses on creating a unique solution for each family office, helping clients create, manage, and preserve wealth across generations. Whether you are seeking a discrete set of services to complement an existing family office structure or would prefer to outsource the full family office experience, VCP professionals are equipped to provide family office clients with investment management, strategic advice, oversight and/or administration services to satisfy any of your family office goals and needs. We utilize a holistic approach to legacy preservation, whether clients are creating a new family office, separating an office from the family business, or enhancing an existing office. Our integrated approach enables us to identify hidden opportunities and risks that may have been missed had each area been assessed separately.
VCP’s expertise and bench strength mean that we have the resources to tailor a custom family office solution and the flexibility to adapt to the ever-changing needs of your family. Our Family Office professionals have the depth of skills, knowledge, and experience to bring the highest level of quality services in support of our family office clients. We fully understand that no two family offices are alike; and specific family considerations drive decisions and the successful path forward.
VCP’s Family Office services include, but are not limited to:
Intergenerational Wealth Planning
Philanthropic Strategy & Administration
Lifestyle Management
Legacy Planning
Wealth Transfer
Trust Services
Wealth & Investment Management
Banking & Lending Solutions
Insurance & Annuities
New Family Office Creation
Operational / Performance Improvement for Existing Offices
Family Governance and Education
Technology & Cybersecurity
Income and Estate Tax Planning
Tax and Regulatory Compliance
Financial & Accounting Advisory
Risk Management
Global Affairs