Our Clients

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.