Visionary Family Offices
The family office for Total Net Worth.
Wealth management with a 360-degree view. We match private wealth to the right solutions across your financial, personal and relational life.
The ideaTotal Net Worth
=
Health & timeHuman Capital
+
Trust & accessRelationship Capital
+
Yield & securityFinancial Capital
What it does
Three capitals, one relationship.
Families often work with many separate advisors, and no one sees the whole picture. We coordinate the right experts and opportunities on the family's behalf.
Financial Capital
Yield, preservation, security
- Oversight of traditional wealth management
- Alternative investments, reviewed deal by deal
- International structuring
- Liquidity against concentrated assets
Human Capital
Vitality and longevity
- Curated longevity access for the family
- Multi-generational wellbeing planning
- Health extends the time every other asset has to grow
Relationship Capital
Access and trust
- Relationship capital management
- Reputation and thought leadership
- Family-to-family connections
Who it serves
Families, founders and leaders.
Clients across North America, the Gulf, Asia and Europe, who usually arrive by introduction.
- Ultra-high-net-worth families
- Single and multi-family offices
- Founders
- Leaders in business, government and entertainment
360°
How it connects to Visionary
A client-facing practice of Visionary.
Family Offices draws on Visionary RCM and the Access-X matching engine to bring the whole network to client families.