What is a Family Office
• Single-Family Office for ultra-wealthy families, have a staff that works for the family, this can be very expensive.
• Multi-Family Office manages the affairs of a group of families
• Family Office of America provides integrated advice from an affiliated group of professionals knowing the client in great detail, for wealthy, affluent, and modestly affluent families, this structure may have greater expertise than a Single-Family Office.
Structuring the Affiliated Professionals
Simulated
• Family Office of America owns Family Office of Florida LLC.
• Family Office of Florida is forming a platform firm in Boca Raton, FL.
• The platform CPA firm receives fees from Family Office of Florida LLC.
• Family Office of Florida offers an array of services including Wealth Management.
• Family Office of Florida acquires other CPA firms and Boca Raton CPA platform can integrate the CPA firm into their practice, thus expanding the platform CPA and the Family Office of Florida.
PVG Asset Management
• Asset Manager since 1987 headquartered in Centennial, CO, with offices in Fort Lauderdale, Miami, Cocoa Beach, Houston, Charlotte
• Lead manager and CIO Patrick Adams, successful manager for 38 years, team of professionals
• Investment Philosophy: Loss Averse Investing, can provide all investment models
• Typical client is high net-worth or an institutional investor
• PVG provides separate account management
• PVG Family Office and PVG Wealth Management-sophisticated financial planning, wealth management, and business consulting. PVG has CPAs, estate planning attorneys and life insurance consultants we work closely with as a team.