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A virtual family office delivers the same coordinated, multi-disciplinary wealth management model without the cost of building a dedicated in-house operation. At Gentry Private Wealth, we serve as the central coordinator of your financial world – managing the relationships and strategy across your investment management, estate planning, tax planning, legal counsel, insurance, and business interests – all working from a unified plan built around your family’s specific goals. The result is institutional-grade advisory services that were previously accessible only to the wealthiest families, delivered efficiently and without the $50M+ minimum.

stock positions, families with multi-generational wealth planning needs, or individuals with complex estate, tax, and charitable planning situations that require multiple specialists working in coordination. If you’re currently managing separate relationships with an investment advisor, a CPA, an estate attorney, and an insurance agent – and none of them are talking to each other – a virtual family office replaces that fragmented structure with a single, accountable point of coordination.

with income and tax planning, business succession planning, estate and wealth transfer planning, and charitable giving strategy. On the investment and wealth management side, it includes discretionary investment management, portfolio stress testing, asset protection planning, business valuations, private equity and alternative investment access, and tax loss harvesting. For families with more specialized needs, it also extends to personal financial statements, company stock and equity compensation analysis, pre-IPO access for accredited investors, 1031 exchange services, concierge medicine solutions, and personal and family security planning. The common thread is that everything works together under one unified strategy.

financial concierge – a single point of coordination across all advisors and specialists, accountable for making sure the strategy holds together and that nothing is falling through the cracks between your attorney, your CPA, and your investment accounts. Ongoing communication is a core commitment: complex financial structures require plain-language explanations, and our job is to make sure you can make confident, informed decisions.

gaps between those relationships are where planning mistakes happen: a retirement account with an outdated beneficiary designation, an investment strategy that’s creating an estate tax problem no one flagged, a trust that was drafted correctly but never funded. A virtual family office doesn’t replace your existing advisors – it sits above them as the strategic coordinator, ensuring the full picture is coherent, current, and actually executing against your goals. For families at the level of complexity where a VFO makes sense, the cost of not coordinating consistently exceeds the cost of the relationship.