Your EXPERIENCE
Clarity. Coordination. Confidence.
A Modern Framework
That unites your financial world with the life you want to live
Picture YOUR life with one unified plan that integrates your business,
investments, family, taxes, and legacy.
- Proactive planning to anticipate your needs, rather than react to them
- World-class professionals who specialize in supporting business owners and their families
- An aligned strategy, delivering cohesive execution
SIGIL Consulting FRAMEWORK
You deserve advisors who bring depth, discretion, and intention to every decision.
Strategic
Consulting
Strategic Consulting
Financial and Tax Planning
- Business optimization strategies (business valuation, financial analysis, tax strategies, bookkeeping)
- Personal tax planning strategies
Legacy Preparation
- Trust and estate planning
- Business continuity planning
Asset Protection
- Insurance, asset titling, and risk management
Impact Philanthropy
- Charitable planning and structuring
Asset Management
Consulting
Asset Management
Consulting
- Total Net Worth
- Business assets
- Public and Private Investment Portfolio
- Real Estate
- Concentrated Holdings
- Physical Assets
- Liabilities
- Other Obligations
Virtual Family
Office Coordination
Virtual Family
Office Coordination
Virtual Family Office Coordination
- Family governance
- Multi-generational planning and education
Advisor Partnership
- Coordination with other professional services (accountants, attorneys, risk management experts, etc.)
Lifestyle Elevation
- Exclusive client events
- Concierge medicine
- Travel
THE SIGIL Difference
Turning your success into significance
Ordinary Advisors
- Basic, one-size-fits-all financial planning
- Focused on traditional, model-based investment portfolios
- Limited coordination between CPA, estate planning attorney, and other advisors
- Compensation tied to commissions or assets under management (AUM)
- Incentivized to convert clients’ illiquid assets into managed portfolios
- One of hundreds of clients, limiting depth and responsiveness
SIGIL Family Office
- Comprehensive cash-flow planning across your entire financial world
- Advice based on your full balance sheet—not just investment accounts
- Done-for-you Virtual Family Office coordination across CPAs, attorneys, and specialists
- Advice driven by outcomes
- Designed for founders and families with illiquid assets and complex moving parts
- You are one of a select few, with a highly personalized, concierge-level relationship
Evolution OF THE VIRTUAL FAMILY OFFICE
Investment Broker Era
Commission-Based Model
Prior to Early 2000s
In this strictly transactional era, personalized advice and professional coordination were almost unheard of. Services focused around selling clients investments for commissions.
The Wealth Management Era
Assets Under Management (AUM) Model
Early 2000s-2025
The move to an AUM fee model—where wealth advisors were paid a percentage of the investments they managed—marked modest progress, expanding client access to basic financial planning beyond portfolio management alone. However, the structure also incentivized the conversion of illiquid assets in order to boost managed portfolio balances. One critical element of the client experience also remained missing.
Clients still felt stuck in the middle, having to coordinate all of their professional advisors on their own.
SIGIL Family Office
The VFO Era
Consulting-Based Model
Today
Aligned guidance.
Personalized advice.
Complete coordination.
Every part of your financial life, intentionally designed to move you forward.
Your Virtual Family Office represents a new era—one where your priorities become the sole focus. Instead of advice driven by account balances, you receive a consulting-based relationship centered on clarity, alignment, and measurable outcomes—built around decisions, not products. Beyond financial strategy, your Virtual Family Office elevates how you live.
Start WITH SIGIL
1.
EXPLORATORY CONVERSATION
- Clarify your personal goals
- Discuss business priorities
- Determine if the Stress Test System is right for you
2.
DISCOVERY MEETING
- Gain a clear understanding of your goals
- Review current financial picture
- Create a vision for integrating your financial world with your life
3.
INITIAL FINDINGS & ASSESSMENT
- Identify gaps
- Uncover potential risks
- Highlight opportunities