Our Services

Our Services

Using a teamwork approach, Lakeside Virtual Family Office advisors determine the best overall strategy to meet the needs of our clients. We put into place and manage a comprehensive plan that grows and adapts with the family.

LVFO’s core holistic and strategic services are as follows:

  • Private wealth management
  • Portfolio management
  • Strategic tax planning
  • Life insurance & charitable planning
  • Financial needs counseling
  • Private wealth management
  • Accounting
  • Tax preparation
  • Bill paying
  • Estate planning (trusts, wills and estates)
  • Succession planning
  • Mergers & acquisitions
  • Sale of businesses

According to our research, most family fortunes are dissipated by the third generation in the United States as well as abroad. With these services, we seek to present an holistic approach to both preserve and create wealth for our clients.