The Pantheon Virtual Family Office stands at the forefront of our innovative approach, transforming traditional wealth management into a personalized service and comprehensive ecosystem designed for affluent entrepreneurs and investors.

Our Virtual Family Office offers 360 degree support in your wealth building from all angles, providing elite wealth coaching and creating a customized wealth plan encompassing financial investments and strategic planning for tax optimization, estate planning, and asset protection. Our VFO grants exclusive access to our curated network of top-tier advisory members, including CPAs, estate planners, and insurance specialists, which is not merely a list of contacts, but a circle of trusted advisors who work collaboratively to support each client’s unique wealth journey.

Choosing the Pantheon Virtual Family Office means more than just managing wealth – it’s about creating a legacy.

Learn More

Who It’s For

The Pantheon Virtual Family Office empowers successful entrepreneurs and investors to 10X their wealth and create unlimited financial freedom.

With the Pantheon VFO, our clients gain a team that consists of the top 1% advisors in advanced tax planning, estate planning, asset protection, insurance planning, private equity, and banking who are all invested in their lasting success and access to a virtual dashboard and wealth KPI’s to actively manage your wealth.

Our VFO provides all of the resources and expertise needed to help entrepreneurs wean off the stock market roller coaster and empower them to hit their wealth goals in less than half the time to create generational wealth.

Redefine Your Wealth Strategy

When you work with our Virtual Family Office, our team will help you formalize your Wealth Vision, Values, and Family Constitution to ensure you are on the fastest and most successful track to your wealth goals, and every financial decision continues to move the needle towards them.

The VFO offers an alternative wealth management system with a highly personalized, elite service from our top-tier team and concierge services, enabling our clients to construct a wealth strategy and portfolio that sets them up to 10X their wealth, and to protect it.

What’s Wrong with Traditional Financial Planning?

  • It is built for the masses, not high-net-worth individuals – it’s their agenda, not yours
  • Disproportionate risk in equities exposure
  • You only get choices on what your advisor can sell
  • It does not incorporate advanced tax planning for high-level business owners
  • It does not set clients up to create legacy wealth

Become the CEO of Your Own Wealth & Unlock Financial Freedom

The Pantheon VFO will help you break free from:

  • Having all of your assets tied up in your business or stocks and 401K plans
  • Financial advisors that don’t understand the needs and opportunities of a high net worth and high income investor
  • Financial advisors that only make recommendations on equities because that is how they are compensated
  • Multiple different advisors who do not all speak the same language or collaborate strategically as a powerful unit on your behalf
  • Paying too much in taxes

The Pantheon Virtual Family Office Provides Ongoing Guidance to Secure a Successful Holistic Wealth Strategy

Many growing entrepreneurs have outgrown their financial planners and either don’t have the time or knowledge to properly create a holistic wealth strategy with so many moving parts. With the Pantheon VFO, our experts always stand ready to guide entrepreneurs in creating, managing, AND preserving their wealth.

Within the Pantheon Virtual Family Office, we emphasize an alternative approach to the volatility of the stock market by providing expert coaching and helping high-net worth entrepreneurs diversify their investment portfolios across alternative assets, private equity, real estate, and smart money moves like infinite banking to protect and build their wealth tax-free as their own bank. Mitigating taxes is a critical component to a successful wealth strategy, and we help our clients invest in tax-efficient assets and offer a wealth of guidance around advanced tax strategies for the wealthy.

When You Choose the Pantheon Virtual Family Office You Will Get Access To:

Monthly Coaching Consulting with a Wealth Strategist

  • Asset allocation decisioning

Personalized Asset Allocation Portfolio Strategy

  • Build the ideal portfolio allocation to meet client goals

Dream Team of Advisors

  • Plug into superior alternative wealth advisors that all speak the same language
  • Advanced wealth coaching, tax planning, estate planning, life insurance, and asset protection

Wealth Management & Measurement with Wealth Strategy Dashboard

  • Done-for-you Wealth Strategy Dashboard management & tracking
  • Advanced modeling, KPI tracking & goal planning

What is the Pantheon Wealth OS?

After 20 years of developing investment forecasting models, we have created a proprietary Wealth Strategy Software called The Pantheon Wealth OS that gives investors the ability to:

  • Create future state modeling projections for passive income and portfolio growth
  • Provide insights and visibility into accelerating financial freedom
  • Actively create KPIs and goals to measure wealth progress
  • Proactively manage liquidity needs
  • Manage alternative investment performance
  • Solve clients’ greatest financial challenges with thinking exercises, peers, and tools
  • Reposition their portfolio to yield optimal results that support their vision and implement a wealth infrastructure that supports their journey

Get Started With the Pantheon Virtual Family Office

Once you make the decision to commit, what was possible becomes probable. Make our elite team your wealth team, and construct and implement a wealth strategy that will set you up to 10X your wealth in less than half of the time of your current trajectory, and, protect it. When you choose the Pantheon VFO, we will give you the keys to achieving generational wealth, ultimate time freedom, and passing on a legacy.

Learn More with our VFO Awareness Guide