Virtual Family Office
At Baruffi Private Wealth, we work with a network of trusted partners to offer a Virtual Family Office (VFO) experience to our clients. As a VFO, we mirror the professional approach, comprehensive knowledge, and concierge-style service of a single-family office. We go beyond the numbers to understand the lifestyle that you’ve created.
Baruffi Private Wealth is a partner to business owners, affluent individuals, foundations, and endowments. We are also attentive listeners. By understanding the goals of our clients, we help them achieve financial clarity, confidence, and control. We focus on securing the details that transform our clients’ personal and professional accomplishments into a platform to achieve the life of security and freedom they deserve.
Wealth Planning
Optimizing your financial future
We assist you in creating a solid financial plan that will stand the test of time. Our process is based on two key aspects of asset management: building wealth and protecting it. With these goals in mind, we help you create a financial strategy and regularly review it for optimal performance. A well-laid plan provides you and your loved ones with a path toward financial independence.
Exploratory Call
Discovery
Mutual Commitment
Implementation
Progress Meetings
Investment Management
Goals based Investing customized to you
Every investment strategy is built around key elements of your financial profile: the goals you want to reach, your timeline to achieve them, your level of risk tolerance, tax considerations and more. We offer investment strategies designed to meet your goals on time and build on your retirement legacy.
Investment Process
Investment Goals
Market Analysis
Factor Analysis
Portfolio Construction
Asset Location
Cash Flow Modeling
Business Planning
“Chance favors the prepared mind.”– Louis Pasteur
You’ve put your time, talent, and treasure into building a successful business. But have you done all the proper planning to make it efficient now and in the future? Whether it’s preparing for the sale or succession of your business, or addressing current benefits for you and your employees, we can help you approach these tasks with confidence.
What We Do
- Company benefits and retirement plans
- Informational business valuations
- Buy/sell review and design
- Exit planning: key persons, ESOP, private equity, or family
- Family transfers: family succession planning and counseling
- Business health analysis and stress testing
Estate, Tax & Charity
Make your financial impact
The wealthy are uniquely empowered to positively affect the lives of others. With proper planning, you can take advantage of significant tax benefits that will add value to your estate and charitable contributions. Tax laws in these matters are complex, and building a strategy requires an experienced navigator. We’ll take the helm. You make an impact.
Estate Planning & Trust Services
We present tax-wise strategies to help you reach your goals.
- Personal trust services
- Charitable trusts and family foundations
- Fiduciary investment management
- Trust administration planning
- Services for individual trustees
- Asset transfer and legacy planning
Tax Mitigation Strategies
Keep more of what you earn through tax-efficient trading and investing strategies.
- Tax-efficient investment management
- Tax budgeting and monitoring
- Concentrated stock management
- Private Placements
- Tax credit solutions
Philanthropy
Make an impact in the areas you’re most passionate about through charitable giving.
- Donor-advised funds
- Charitable grant solutions
- Endowment management
- Foundation consulting
- Planned giving strategies
- Charitable trust planning
Baruffi Private Wealth does not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Additional Services
We collaborate with a team of trusted, independent professionals who can provide highly specialized services that extend beyond the core wealth management expertise of Baruffi Private Wealth.
Professional Support
- Managing professional relationships
- Income and tax planning
- Marital and family business concerns
- Business succession planning
- Estate planning
- Charitable and gift planning
- Special projects
- Adoptions
- Home construction
- Buying or selling a business
Personalized Services
- Company stock-option analysis
- Pre-IPO access
- Personal financial statements
- Asset protection planning
- Portfolio stress tests
- Business stress tests
- Business valuations
- 1031 exchange services
- Concierge medicine solutions
- Personal and family security
- Annual tax and legal strategy meeting
Tailored Solutions
- Private banking
- Custom lending solutions
- Securities-based lending
- Discretionary investment accounts
- Comprehensive financial planning
- Portfolio analysis and optimization
- Tax loss harvesting
- Private equity
- Alternative investments
- Charitable tax planning
Baruffi Private Wealth does not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.