Advisory Services
Outsourced Advisory
We offer top-notch guidance in tax planning, business consulting, risk management, legal advice, and wealth management. Our goal is to give you a clear and solid plan tailored to your needs. In today's complex financial world, trust our team to guide you every step of the way, ensuring your decisions are strong, clear, and on track for success.
VFO Services
Tax Planning
Beyond traditional tax management, we offer strategic planning for your retirement, philanthropy, and global diversification needs.
- Individual tax
- Corporate tax
- Business management
- Retirement planning
- Charitable Planning
- Global Diversified Planning
Business Advisory
Recognizing the uniqueness of each business, we craft solutions specifically tailored.
- Executive compensation planning
- Business Valuation
- Merger & Acquisition
- Buy-Sell Agreement
Risk Mitigation
Unpredictable risks lurk in everyday life, but we help you face and circumvent these threats.
- Life Insurance
- Captive Insurance
- Long-Term Care
- PPLI
Legal
Our professional legal team provides comprehensive legal advice.
- Estate Planning
- Trust Planning
Wealth Management
In-depth management and precise optimization of client's wealth.
Our aim is to achieve diversified asset allocation and ensure stable wealth growth through the collaborative efforts of professional teams across various financial service industries.
