Comprehensive client support
At Plott and French Advisors, we are proud to offer a unique approach to wealth management through our Virtual Family Office (VFO) model. Catering to high-net worth individuals and families, our comprehensive financial solutions are designed with your unique needs and goals in mind. We aim to serve as a single point of contact for the services you may require, striving to provide a seamless and integrated experience that sets us apart from traditional financial advisory firms.
What sets our virtual family office apart is our commitment to addressing the challenges of siloed financial advice. We believe that considering and managing all aspects of your financial life in harmony can contribute to financial success. Our wealth management approach focuses on three essential pillars: investment “consulting”, advanced planning, and relationship management. By embracing this holistic strategy, we aim to support you in your wealth preservation and growth journey while considering your legacy.
Virtual Family Office
It is not uncommon for affluent families to outgrow their financial firm’s capabilities. When that happens, the VFO approach is the next logical step.Progressive Management
Single point of contact for all financial matters, offering a seamless integrated experience beyond traditional advisory firms.Personalized Services
Work with a Dedicated CFA Charterholder who utilizes extensive financial knowledge to manage your unique financial goals amidst global market complexities.Trusted Expertise
Your advisor will harmonize efforts between your other professionals, including accountants and attorneys, ensuring efficient flow of information and collaboration.Unified Coordination
We recognize that for our VFO clients, excellent stewardship of existing wealth to achieve your family’s goals is the cornerstone of any financial plan.Wealth Solutions
Our team of experienced investment professionals focuses on crafting tailored portfolios in line with your specific risk tolerance, time horizon, and financial objectives. We utilize a disciplined investment process that incorporates rigorous research, diversification, and ongoing monitoring to seek optimized performance and minimized risks.
Beyond investments, our VFO aims to address the complex financial issues you may face, such as tax planning, estate planning, philanthropy, and business succession. We work closely with you to develop and implement strategies that consider wealth preservation, tax minimization, and a lasting legacy for future generations.
At the core of our virtual family office model is the relationship-building aspect with our clients. Our financial advisors aim to act as the central point of contact, coordinating with other professionals who can offer specialized guidance on various aspects of your financial life. This collaborative approach allows us to deliver comprehensive solutions that address your needs.
By choosing Plott and French Advisors, you can access a virtual family office that strives to offer a seamless and efficient experience, encompassing all aspects of your financial life. Our dedication to addressing the barriers of traditional advisory services and our commitment to building lasting relationships with our clients contribute to the value we provide. Consider investing in your future with Plott and French Advisors and explore the potential of our integrated virtual family office approach. Together, we strive to support you in your wealth preservation journey and work towards the financial success you envision.