White Papers

All white papers from VFO Consulting Group are free and instantly accessible. After reviewing the titles available below, simply submit your name and email address on the Contact Us page to gain access.

The Virtual Family Office

No longer does one need to be among the Super Rich to receive elite-level consultation and management of their wealth. Learn how a virtual family office (VFO) works to provide real solutions that address the complex financial and lifestyle needs of up-and-coming affluent people like you.

VFO Physicians

Tax planning is a key feature of the overall wealth management process to help us enhance the wealth of our clients. This white paper discusses a number of tax mitigation and reduction strategies allowed by law that your CPA or tax adviser may not be familiar with.

Securities are offered through Realta Equities, Inc., Member FINRA / SIPC, located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Investment Advisory Services are offered through Transce3nd LLC located at at 835 Main Street, Building 200, Buda, TX 78610. Neither Realta Equities, Inc., nor Transce3nd LLC. is affiliated with Wealth Strategies Advisory Group.

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