LAKESIDE VIRTUAL FAMILY OFFICE

lakeside-virtual-family-office-logo

Lakeside Virtual Family Office (LVFO) is an investment practice comprised of a virtual team of prominent and experienced advisors who coordinate private wealth management, estate planning, and succession plans for a select clientele of ultra, high -net-worth individuals and families. Similar to a financial concierge service, LVFO bundles many valuable services under the same roof to provide the expertise and the availability to accommodate our clients’ various needs including, but not limited ... to: estate planning, tax planning, investment management, philanthropy, art and wine collection management— even the family vacation compound.. Because we limit our services to working with just a handful of select clientele, LVFO does not ‘push products’ on our clients. Instead, we focus on providing a team-oriented approach through the expertise of several, highly-qualified advisors to address any needs or goals that clients may have. By serving in a non-biased advisory capacity to family group members, LVFO is able to provide resolution for conflict that might otherwise arise between members resulting in positive, harmonious communications for all involved. As the Wall Street Journal reported in “Financial Advice, Served Rare” online article on Family Offices, having better communication and conflict resolution between generations, along with updates and education for family members, a family’s wealth can be better protected and preserved.

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LAKESIDE VIRTUAL FAMILY OFFICE

Industry:
Consulting Crowdfunding Financial Services Insurance Real Estate

Founded:
2013-01-01

Address:
Toluca Lake, California, United States

Country:
United States

Website Url:
http://www.lakesidevfo.com

Status:
Closed

Contact:
(818)736-5500

Email Addresses:
rgayton@lakesidevfo.com

Technology used in webpage:
SPF Google Apps For Business GoDaddy DNS Google Google Cloud Twitter Tweet Button Facebook Like Button Sendgrid Mailgun Google Plus One Platform


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Current Advisors List

george-chen_image

George Chen Board of Advisors @ Lakeside Virtual Family Office
Advisor

mark-patrick_image

Mark Patrick Board of Advisors @ Lakeside Virtual Family Office
Advisor

rik-d-middleton_image

Rik D. Middleton Board of Advisors @ Lakeside Virtual Family Office
Advisor

barry-j-boscoe_image

Barry J Boscoe Board of Advisors @ Lakeside Virtual Family Office
Advisor

jeff-balash_image

Jeff Balash Board of Advisors @ Lakeside Virtual Family Office
Advisor

Current Employees Featured

richard-w-gayton_image

Richard W. Gayton
Richard W. Gayton CEO, Founder @ Lakeside Virtual Family Office
CEO, Founder
2013-01-01

Founder


richard-w-gayton_image

Richard W. Gayton

Investments List

Date Company Article Money raised
2016-09-19 TableFLIX, Inc. Lakeside Virtual Family Office investment in Seed Round - TableFLIX, Inc. 10 K USD

Official Site Inspections

http://www.lakesidevfo.com

  • Host name: 111.10.185.35.bc.googleusercontent.com
  • IP address: 35.185.10.111
  • Location: United States
  • Latitude: 38.6583
  • Longitude: -77.2481
  • Timezone: America/New_York

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