Lakeside Virtual Family Office services a select clientele with a minimum liquid net worth of $25 million dollars and above. Our cross-section of clients include:
- High net worth individuals or families referred by CPAs
- CEOs representing pension funds
- Non-profit foundations looking for a preferred rate of return
- High net worth individuals and family groups
For each of our valued clients, LVFO coordinates and oversees the handling of a variety of valuable inter-related private wealth management services. This may include estate planning, succession plans, best practices, or a liquidity event.