Virtual Family Office

CrossleyShear Wealth Management's Virtual Family Office (VFO) provides a highly customized and unparalleled level of service to manage the specialized needs of our Concierge Wealth Management clients.

Our experienced professional team will work in tandem with your accountants and attorneys to deliver expert planning with the helpful simplicity of a single point of contact. You’ll benefit from our VFO team’s specialized expertise and collaborative approach to solving the many complexities often experienced when managing the wealth of high-net-worth families.



Wealth Planning

  • Continuity of the Company
  • Succession Planning
  • Life Insurance
  • Lifetime Gifts
  • Estate Planning
    • Prenuptial Agreements
    • Last Wills

Family Governance

  • Family Assemblies
  • Family Council
  • Family Constitution

Tax Planning

  • Filing Tax Returns
  • International Relocation
  • Real Estate Structures
  • Double Tax Treaty Planning

Wealth Management

  • Investment Strategy and Asset Allocation
  • Private Equity
  • Consolidated Reporting
  • Investment Advice

Charity and Philanthropy

  • Giving Strategy
  • Grant-making Foundation

Trust and Corporate Services

  • Corporate Incorporation
  • Aircrafts and Yachts
  • Trust Administration
  • Structures
  • Real Estate Management
  • Family Shareholding
  • Nominees Services

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