Virtual Family Office
A Smarter, Simpler Way to Manage Every Financial Detail
Would you like to have a dedicated person or place for all your business/tax planning needs?
A Virtual Family Office (VFO) gives you access to a full team of experts—without the seven-figure price tag. Designed for business owners, families, and professionals who want proactive, coordinated advice, BFS Platinum’s VFO is your dedicated hub for tax, legal, insurance, business, and wealth strategies. From our Enfield, CT headquarters, we serve clients across Connecticut, Massachusetts, and virtually nationwide.
For CPAs
Expand your practice with the strength of our back-office team. BFS Platinum’s VFO supports CPAs with advanced planning, case design, and client support—so you can deliver greater value and grow your relationships.
For Business Owners
Run your business—leave the complexity to us. Our VFO model gives you one point of contact for taxes, insurance, legal matters, and more, so you can focus on growth instead of managing a network of disconnected advisors.
For Indivduals & Families
Get one clear plan for your finances, from daily budgeting to legacy planning. Our family office approach brings every piece of your financial picture together, making it easy to manage today’s needs and tomorrow’s goals.
FAQs
What is a Virtual Family Office, and who needs one?
Virtual Family Office is a team-based approach that brings together specialists—tax, legal, insurance, and business advisors—to manage your financial life under one roof. It’s ideal for business owners, professionals, and families who want seamless coordination and big-firm expertise without the overhead of hiring a full in-house staff.
What areas does your Virtual Family Office cover?
We coordinate tax planning, risk management, wealth strategies, legal services, and business advisory—all integrated so you never have to manage a patchwork of advisors. Our team includes CPAs, attorneys, and insurance professionals ready to help with your unique needs.
How do I get started with a Virtual Family Office?
It’s simple—schedule a free consultation with our team. We’ll talk through your needs, explain our approach, and show you exactly how a VFO can simplify your financial life.
Is everything handled locally, or can I get support if I’m out of state?
We’re based in Enfield, CT and serve clients locally and nationwide. Virtual meetings, secure online portals, and flexible scheduling mean you get coordinated support wherever you are.
Insights & Resources to Guide Every Decision
Stay informed with helpful tips, event updates, and practical guides for every stage of your financial journey.
