Virtual Family Office
A Virtual Family Office is your dedicated team of Elite Wealth Management experts from around the nation working together to optimize your financial world. With the same services the ultra-wealthy receive with a Single-Family Office, your VFO will create a bespoke plan to meet your needs and wishes.
Our Virtual Family Office service provides comprehensive and integrated solutions to a wide spectrum of wealth management challenges. With a VFO, you will have access to an elite team of wealth management experts, all brought together and managed by Echelon, so you can spend less time worrying about your financial affairs and more time doing what you love.