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VIRTUAL FAMILY OFFICE

We offer our Global Family Office clients the dedicated focus of a boutique advisor combined with the deep resources of a global investment manager.

64-Corp Virtual Family Office is an investment practice comprised of a virtual team of prominent and experienced advisors who coordinate private wealth management, estate planning, and succession plans for a select clientele of ultra, high net worth individuals and families. Similar to a financial concierge service, 64-Corp bundles many valuable services under the same roof to provide the expertise and the availability to accommodate our clients’ various needs.

Our solutions allow our clients to access our best investment opportunities across multiple vehicles and strategies, which are delivered by a highly motivated and focused team of professionals.

A fully digital SAAS is available.

Using a teamwork approach, 64-Corp Virtual Family Office advisors determine the best overall strategy to meet the needs of our clients. We put into place and manage a comprehensive plan that grows and adapts with the family.

64-Corp’s core holistic and strategic services are as follows:

  • Private wealth management
  • Portfolio management
  • Strategic tax planning
  • Life insurance & charitable planning
  • Financial needs counseling
  • Private wealth management
  • Accounting
  • Tax preparation
  • Bill paying
  • Estate planning (trusts, wills and estates)
  • Succession planning
  • Mergers & acquisitions
  • Sale of businesses
  • EB5 Visa Services

According to our research, most family fortunes are dissipated by the third generation in the United States as well as abroad. With these services, we seek to present an holistic approach to both preserve and create wealth for our clients. 

INVESTMENT ADVICE

  • Asset allocation – strategic, dynamic & tactical  
  • Portfolio construction  
  • Manager due diligence & selection  
  • Balance sheet & liquidity analysis
  • Risk Management

ACCESS & IMPLEMENTATION

  • Global, multi-asset class firm  
  • Institutional, multi-manager platform 
  • Co-Investing Opportunities

INVESTMENT SOLUTIONS

Investment Solutions

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