What I do


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


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.