Risk mitigation
Protecting assets and ensuring financial security through comprehensive insurance solutions.
Virtual Family Office
Stop being a product pusher.
A Virtual Family Office integrates wealth management, tax planning and risk management to serve the complex needs of high-net-worth individuals and business owners. Traditional IMOs place a product. A VFO builds a plan.
Key functions
Five disciplines, one recommendation.
A VFO integrates these so a client’s financial, tax and insurance plans work in harmony rather than against each other.
Wealth management
Preserving and growing generational wealth with tailored investment and insurance strategies.
Tax planning
Proactively minimising tax liabilities through strategic structuring and coordination with CPAs.
Business advisory
Helping owners strengthen performance, improve operations and align strategy for sustainable growth.
Legal services
Business and estate structures that protect assets, ensure compliance and support long-term growth.
When we discover needs beyond these areas, we have access to specialists in other fields too. This is how you advise from a holistic perspective, and share in the revenue generated.
VFO-driven vs traditional
Why not just use a normal IMO?
Personalised support for you and your clients
Advisors in traditional IMOs often feel unsupported and buried in administrative tasks. Our model gives every advisor a dedicated case consultant who acts as your advocate.
Holistic, collaborative expertise
Financial advising, insurance expertise and tax planning in one streamlined process. Align insurance and investment strategies with tax-efficient structures, work seamlessly with CPAs and legal professionals, and offer proactive advice traditional IMOs overlook.
More revenue, less effort
Access expert resources without mastering new products, offer a broader range of high-quality solutions, and increase client satisfaction and commissions with minimal additional work.
How we support you
A VFO’s reach with a boutique IMO’s attention.
Comprehensive expertise
Life insurance, annuities, disability and long-term care, with best-in-class solutions from 73 carriers.
Tailored guidance
Your dedicated advisor makes sure every client receives a personalised strategy.
Simplified operations
We handle the complex processes so you can focus on growing your practice.
Collaborative partnerships
Work with Assurance Ally partners to enhance your offering without additional effort.
In-house underwriting
Thirty years of experience securing optimal health ratings and faster approvals.
Ready to elevate your practice?
Deliver value your clients cannot get elsewhere.
Explore how the Virtual Family Office model changes what you are able to offer, and what a case is worth.