Who we are Meet your VFO (Virtual Family Office)

How we work

We lead busy professionals to retirement, often before they turn 65.  We do this by providing forward looking, proactive planning for you (and your business), instead of backward-looking reactionary services.

There is a massive group of people that have investable assets of $1 million to $100 million that are being egregiously underserved.  A recent study* showed that over 70% of business owners and upper management with a net worth of $5 million or more feel they have outgrown at least one or more of their current advisors (tax, legal, insurance, investment, etc.).  The reason for this is uncoordinated advice.  You have relationships with tax, legal, insurance, and financial professionals but they do not have a systematic process for working together to maximize your situation.

We have solved this problem in a rather clever and sophisticated way: We have built a VFO (Virtual Family Office).  Unlike a Single-Family Office which typically requires a net worth of $250 million or more and for YOU to hire and employ professionals, we have coordinated and maintain relationships with professionals all over the US in over 30 different areas of expertise who are vetted, regularly evaluated, and engaged in our proactive planning process.  By coordinating these relationships, you will have a single point of contact (Silvertree) to do the heavy lifting behind the scenes so you can focus on what you do best.  With Silvertree, part or all aspects of your financial situation can be handled by industry leading professionals and the advice is both coordinated and focused on what matters most to you.

* by CEG Worldwide