Focus on virtual family office

The wealth management industry is evolving to meet the new needs of HNWIs. As a consequence, a new trend has emerged over the last years in the United States, in Europe, including in Switzerland, and in Asia : the virtual family office. Though it is expanding rapidly, it is still quite confidential and rarely discussed in conferences.

A virtual family office is a solution for those wealthy families who want the services of a top tier family office without having to afford the costs related to a single family office or to work with a multi-family office.

Here is an interesting video of the Family Office Association about the concept and the benefits of this new hybrid structure.

On an operational level, virtual family offices express the same needs as traditional family offices, in terms of portfolio management, compliance control or performance monitoring of mandated asset management companies.

To know more about our business-oriented solution for traditional and virtual family offices, please contact the Team of KeeSystem®.

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