Virtual family office2025-05-19T10:22:05-05:00

Protect and grow your wealth

Our Virtual Family Office services provide comprehensive financial oversight, encompassing income tax planning, retirement planning, family business strategy, investment planning, and insurance coordination. These services are delivered in collaboration with Your Choice Financial and a vetted network of professional service providers. Whether directly through Reeder CPA Group or through our trusted partners, we offer a comprehensive suite of advisory services tailored to each client’s unique financial landscape.

Our virtual family office services

  • Income tax planning

Minimize your tax burden with smart strategies that evolve with your financial situation.

  • Estate planning

We’ll help secure your family’s future with smart estate planning.

  • Retirement planning

Ensure the most comfortable retirement possible with our careful planning.

  • Insurance planning

Explore insurance options to help safeguard family finances.

  • Investment planning

We’ll identify investment paths that work for your financial goals and risk tolerance.

  • Family business planning

Our planning can help ensure your family business can thrive for generations to come.

Learn and grow

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