Virtual Family Office

Virtual Family Office

Take wealth management to the next level with the Konvergent Virtual Family Office. It’s challenging to meet with four or five separate professionals and have to tell your same story over and over again. With a virtual family office, you have one Wealth Optimizer who takes the time to understand your family, your needs, and your goals. This structure ensures everything is coordinated smoothly and your family’s best interests are consistently taken care of.

The Konvergent Virtual Family Office Framework

There are three primary components to the Konvergent Virtual Family Office. All of these work together to create a holistic interconnected framework.

    Relationship

    You work with professionals who take the time to understand where you’re coming from on a deeper level. This creates highly personalized strategies and helps you make more informed decisions.

      Synergy

      You work with a team of coordinated professionals with advanced capabilities and access to top of the line specialists. This enables us to deliver even the most specialized solutions to meet your unique goals.

      Systematize

      This kind of commitment allows us to clearly identify and address mistakes and find overlooked opportunities. Systematic processes are put in place to ensure you stay up to date in your approaches.

      Start advancing your wealth today

      Schedule Your No-Risk 30-Minute Discover Call
      You will come away with an actionable plan for your business and personal planning that you can set in motion immediately. This process alone is worth more than $5,000 of time and resources, but Konvergent is offering this complimentary call to you at no cost.
      We have a fundamental obligation to act and provide individualized investment advice in the best interests of our clients.