Best-In-Class Resources


If you qualify for VFO Hub Membership, you can deliver world-class, best-in-class resources and solutions to your very best clients.

Whether you want VFO Hub to assist you with a dynamic risk, cost, or tax mitigation strategy or you merely want to stay on top of the latest exclusive opportunities that are typically only available to ultra-affluent Family Offices, VFO Hub Membership gives you this access. Perhaps you need to speak with an Attorney who specializes in an International Tax area that you need to address.

Your VFO Hub Membership enables you to speak directly with the specialists you seek. Alternatively, you can send in the Fact Pattern of the situation you are working to solve. A TEAM of Analysts will review it and build a comprehensive list of ideal solutions-ranked in order of "best fit" based on your client's specific fact pattern and goals, which will make you look terrific while saving you precious time and energy.

VFO Hub is typically 3 or 4 deep at every position, and each Facilitator is trained to match up the personality types to ensure that each specialist is the perfect fit for each specific project that our clients want to complete.

VFO Hub has an ongoing review process of each specialist, and we are continually interviewing experts in various fields to ensure that our clients have access to BEST-IN-CLASS in and BEST-OF-BRAND across every discipline.

VFO Hub has an exclusive partnership with FACT PATTERN ANALYTICS (FPA), the global leader in analyzing complicated financial information and delivering custom-designed solutions using over 150 Advanced Strategies in combination to access many millions of possibilities. VFO Hub members receive access to FPA at no cost or a reduced rate-depending on chosen features. You also gain access to its proprietary process of analyzing information and working closely with you and the appropriate specialists/thought leaders to make you look good while examining every possible combination of solutions until the perfect solution has been created based on the goals and information provided.

Access Best-in-Class Specialists in the Following Fields:

Income and Estate Tax Mitigation

Fact Pattern Analytics

Proactive Liquidity Event Planning



Trust & Corporate Services

Family Governance

Family Council

Family Assemblies

Risk and Cost Mitigation

Cyber-Security Risk Reduction

Comprehensive Cost Audit System

Real-Time Accounting

Asset Protection Strategies

Legislative Opportunities

Wealth Preservation and Enhancement

Investment Banking

Private Deal Network

Alternative Investments

Strategic Portfolio Management

Private Equity & Hedge Funds

Wealth Transfer Strategies

Succession Planning

Real Estate Management

Charity & Philanthropy

Gifting and Giving Strategies


Charitable Structures

Strategic Relationships Management

Specialized Legal Services

Real-time Accounting

Airplane Management

Media Relationships

Political Relationships

Elite Concierge Service

VFO Private Event Access

International Relocation

Yacht/Boat Management