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S.W.A.N. Virtual Family Office (VFO)

Accounting · Evansville, Indiana
Website: www.swanvfo.com

S.W.A.N. Virtual Family Office (VFO) is Evansville’s first multi-disciplinary firm with a family office experience. Ryan Fonc ... annon, the Managing Partner, wanted to bring a total solution for affluent clients and business owners. The VFO brings together an elite group of specialists on an as-needed basis, who works collaboratively. A virtual family office is able to deliver a wide range of state-of-the-art expertise, because they structure (many times idiosyncratic) cohesive teams, for each client. Most of the experts are external. This drives down costs for Ryan, and that savings gets passed onto their clients. So often, professionals deal with their affluent and business owner clients in a haphazard manner. The different professionals never talk to each other, if they do, it can be adversarial. A piecemeal approach to problems leads to more costs. This is what separates a Virtual Family Office from everyone else. All solutions are intricately coordinated and synergies extracted to produce superior results. They have proprietary software to bring their systematic 5 step process together. Their multi-disciplinary practice offers planning in 5 areas: Tax, Law, Insurance, Private Wealth Management, and Business Consulting. S.W.A.N VFO helps you keep more, to do more, so you can Sleep Well At Night. read more

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