Don't start from scratch. Our workflows sync everything you already have. Purpose-built for owners of $3M-$100M
No seven-figure overheads
Centralized hub for advisors & family
Family wealth in full view
Track everyone working on your wealth
Create your Virtual Family Office
of heirs plan to drop their parents' family office. Reason? No digital services
Your children will ask for it
Research shows that your family demands digital services, not spreadsheets, papers and advisors*
of families lack proper succession documentation
of family office managers are dissatisfied with their firm's digital solutions
Control every corner of your family wealth
Consolidate fragmented reporting, documents, emails, and messages
Reach advisors, lawyers, and managers from a single space
Keep documents in digital vault, with encryption and role-based access
Get insights with interactive dashboards
Create tasks, set deadlines, and approve when done
What’s included
Virtual family office. 24/7. On any device
Featured in
Your family wealth is convoluted. It takes significant time to manage. Virtual Family Office gives you back control.
Why choose a Virtual Family Office?
Orchestration layer
You work with different lawyers, tax advisors, managers, and family offices. Different messengers, inconsistent reporting, scattered emails and calls. You don't need to replace anyone. Add them to the Virtual Family Office and synchronize their work in one place.
AI-powered automation
Upload your documents and let AI do the heavy lifting. It processes, organizes, and automatically links everything to the right assets, tasks, or people. Instantly
Document storage
Your personal encrypted server for storing asset data. It runs independently, physically separated and deployed.
Task Tracker
Create tasks, assign them to any VFO member, and track progress in real time. Set deadlines, prioritize what matters, and see everything in a dedicated widget.
Dashboard
See what matters most at a glance: active tasks, responsible parties, document counts, and more. Click to expand into full-screen analytics whenever you need deeper insights.
Private space
Chat with your team using text, images, and documents. One-on-one or in groups. Create tasks directly from messages. Other members can participate in discussions but can't message each other directly, keeping everything structured and secure.
FAQ
It's a Repository of Asset Data and Rights Transfer. Capital founders use it to preserve assets across generations. If something happens to them, Owner.One ensures two things: 1) Their families get accurate information about all assets, and 2) Their will is executed exactly as planned with no delays.
Because we personally faced challenges organizing wealth data across multiple countries, family offices, and advisors. The process was complex, expensive, and inefficient. We saw how technology could make it radically better.
It's the day-to-day management layer of the Repository. VFO helps you organize advisors, documents, and tasks while you're actively involved with your wealth, not just planning for some distant future.
Join the waitlist. We'll notify you as soon as VFO launches.
Your data stays on your own secure server. It's legally yours, like private property. Owner.One has zero access to it.
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