Exceptional Wealth Demands Exceptional Guidance
In our experience, the conventional approach to wealth management falls short in meeting the demands of the ultra-rich. At Phalanx VFO, our experience encompasses various disciplines. Our structure aims to influence multiple aspects of your wealth.
Complex Estate Planning
We perceive estate planning as a strategic measure to help shield your assets from excessive taxation. Drawing on our experience in serving clients with unique needs, our team can assist you in creating a comprehensive plan to help pursue and achieve a lasting legacy for generations to come.
- Private equity/Hedge fund principals and managers
- Private business owners
- Other businesses with carried interest
Financial Planning
We are committed to upholding the integrity of your financial plan through cultivating, expanding, and safeguarding it. This entails devising strategies that seek wealth utilization during your lifetime and coordinating its distribution after your passing. Our objective is to customize a financial plan that aligns with your trajectory, leveraging our advanced reporting technology to offer insights into your portfolio composition and its alignment with your goals and risk tolerance.
Investment Advisory and Oversight
At Phalanx VFO, we uphold the belief that a true family advisor prioritizes imparting advice before delving into investments for execution. Our role is to assist you in attaining your goals by emphasizing focus, planning, and discipline.
- Portfolio accounting and performance reporting
- Proactive tax management
- Proactive expense and fee management
Income and Estate Tax
Taxes play a vital role in shaping your wealth, underscoring the importance of planning to guide the way. By concentrating on tax strategies, our goal is to help enhance your financial position and build a lasting legacy.
- Business owners planning for liquidity event
- Families with taxable estates
- Charitable gift planning
Concentrated Holdings and Diversification Strategies
- Hedging strategies
- Exchange funds
- 144 Planning
- Gifting/Giving strategies
– Exchange funds
CFO Services
Our commitment to financial matters empowers you to focus on what is truly important. Alongside our practical advice, we can refer you to our CFO services partner to help simplify your life.
- Bill pay
- Financial reporting
- Entity management