The Family Office Experience Without the $100M+ Price Tag
The Pantheon Virtual Family Office gives high-net-worth entrepreneurs access to the wealth management power of a traditional family office — in a flexible, scalable, done-for-you model designed for real life.
Private, Holistic Wealth Strategy for Serious Investors and Legacy Builders
You’ve already built wealth. But managing it with disconnected advisors, outdated spreadsheets, and one-size-fits-all advice isn’t working.
The Virtual Family Office (VFO) was built for high-performing entrepreneurs and families who want:
- Advanced tax strategy
- Direct access to elite advisors
- Centralized wealth tracking
- Legacy planning that lasts
- All without assembling a full-time team
It’s like having your own Family Office — without the overhead.
You Don’t Need Another Advisor. You Need a System That Works.
Most of our clients came to us feeling:
- Buried under taxes, with no proactive planning
- Tied up in real estate, businesses, or public markets
- Frustrated by advisors who only push mutual funds
- Confused by conflicting advice and no clear plan
- Lacking coordination between tax, legal, and investment decisions
Sound familiar?
You don’t need more complexity. You need clarity, collaboration, and control. That’s exactly what the Virtual Family Office delivers.
Why I Created the Pantheon VFO
“This was built for entrepreneurs like me who were outgrowing their advisors, overpaying in taxes, and lacking a coordinated wealth strategy. We fixed that.” — Dave Wolcott, Founder
This Isn’t Another Advisory Firm. It’s a 360° Wealth Command Center.
The Pantheon Virtual Family Office brings everything under one roof — strategy, execution, and visibility — led by a dedicated advisor and supported by a top 1% network of experts.
Here’s what you get:
Strategic Planning
Define your wealth vision, goals, and IPS to guide every decision.
Portfolio Optimization
Balance traditional and alternative assets, with curated deal flow.
Advanced Tax & Estate Planning
Minimize taxes and design legacy plans with expert guidance.
Integrated Advisory Team
CPA, legal, insurance — all coordinated and managed for you.
Lifestyle, Longevity, and Legacy
Family governance, philanthropy, and personal freedom by design.
Always-On Access to the Pantheon Ecosystem
Get exclusive deals, Wealth OS tools, and preferred mastermind rates.
Real Clients. Real Coordination. Real Results.
What Our Clients Say
What's Included
Your Virtual Family Office Includes:
- Dedicated VFO Advisor
- Quarterly Wealth Strategy Reviews
- IPS + Custom Investment Framework
- Advanced Tax Planning with Tier 1 Strategists
- Legacy and Estate Planning Frameworks
- Opportunity Strike Zone Clarification
- Access to Curated Deal Flow
- Green Box Wealth Organization System
- Private Access to the Pantheon Expert Network
- Strategy Tools, Dashboards, and Scorecards
But something resonated — a podcast, a conversation, or a gut feeling that there must be a better way to create freedom, wealth, and purpose.
If that’s you… you’re in the right place.
Annual Investment: $15,000
Target ROI: $150,000+ via tax strategy, deal flow, and repositioned capital
What It Looks Like When Everything Comes Together
“Once you make the decision to commit, what was possible becomes probable.” – Dave Wolcott
Not for Everyone. And That’s the Point.
We serve high-performing entrepreneurs and families who:
- Have $1M+ net worth
- Want to reduce taxes and simplify complexity
- Value collaboration across their wealth advisors
- Are building a multi-generational legacy
- Prefer a “done-for-you” experience, not more work
If that’s you, let’s talk.
- A commitment to growth
- An openness to alternatives
- A desire to build a lasting legacy
- A mindset of freedom over fear
Apply today and you’ll also receive:
- Holistic Wealth Strategy Book (Free Copy)
- VFO Awareness Guide
- Wealth Strategy Scorecard
- Onboarding Portfolio Review
- Sample Family Constitution
Ready to Build Your Family Office Without the Overhead?
Let’s talk about whether the Virtual Family Office is the right fit for your strategy.
No Sales Pitch. No pressure.
Just clarity, coordination, and a smarter way to manage and multiply your wealth – like the top 1% do.