The family office, rebuilt for the owner-led business.
A Virtual Family Office gives your business and your family what the wealthiest families have always had: one coordinated plan, and someone coordinating the right plays across every advisor. It starts at BaseCamp360™.
Good advisors. Nobody coordinating the right plays.
You have a CPA, an agent, maybe a banker and an attorney. Each one is good at their piece. Nobody is paid to look at all the pieces together. That's the Silo Effect, and it's where money quietly leaks between good advisors.
Wealthy families solved this a century ago with the family office. The 360 VFO Mentorship Program™ brings the same structure to owner-led businesses, without the building, the staff or the eight-figure minimum.
Seven Pillars. One coordinated plan.
Every member works the same seven Pillars, in order, with the advisors they already have. PROTECT, GENERATE and KEEP are also published as strategy manuals.
One map of your business, family, entities, advisors and documents.
Assets, income and the people who depend on them.
Cleaner cash flow: find it, keep it, direct it.
Permanent tax reduction, planned ahead of the year.
Structure and governance: who decides, and how.
Capital, reinvestment and scale.
Succession and legacy, across generations.
Tracks where you stand on every Pillar, so your next move is always clear.
Four tiers. Everyone starts at BaseCamp360™.
The upper tiers are private. Members apply from inside BaseCamp, and coordination only works when the owner, the business and the timing are right, so not every applicant is placed right away.
Self-paced education across all 7 Pillars, starter tools, your Progress Score™, member community, and your place in line for the tiers above.
All 7 Pillars taught in full. Earns the VFO Operator™ certification.
Implementation, with 1:1 Strategic Coordinator calls and active Bench of Experts coordination.
Private mastermind, legacy architecture, and next-generation training.
Where every member starts running the model.
- All 7 Pillars, self-paced, in plain steps
- Your 360 VFO Progress Score™
- Starter tools and templates for the advisors you already have
- A maintained status page of current tax figures, limits and rules
- Watch List alerts and tax-saving tips by email
- Two seats per account, and priority for the upper tiers
The VFO Private Client Intensive.
One day, one owner. Your tax, cash flow and protection reviewed together by a 360 Trusted Advisor™ and the bench, with a written Coordination Plan to follow.
Straight answers
What's a Virtual Family Office?
A family office's coordinated structure, without the building, the staff, or the eight-figure minimum.
Do I have to switch advisors?
No. The plan is built to work with the team you already have.
Is this financial advice?
It's education and coordination. Licensed work goes to licensed professionals on your team or our bench.
How do I reach the upper tiers?
Apply from inside BaseCamp360™. Placement and pricing are set after review.
P.S. The fix isn't new advisors. It's someone coordinating the right plays, and it starts at BaseCamp.