Grand Vision Family Office:
Who, What, Why…

The Grand Vision Family Office is a membership-based service designed to guide you through every aspect of building and preserving your family's wealth. Our team of professionals, including tax strategists, investment advisors, CPAs, and attorneys, work alongside you to provide the guidance, support, and expertise needed to execute a comprehensive wealth plan.

At the heart of the GVFO are the 7 pillars of wealth: Education, Investments, Finance, Legal, Philanthropy, Experiences, and Legacy. Think of these pillars as puzzle pieces, each one essential to completing the bigger picture of your family’s financial prosperity. Our role is to connect all these pieces together, helping you craft a wealth strategy that’s uniquely tailored to your family’s goals and aspirations.

From education to investments, from protecting your legacy to creating meaningful family experiences, we collaborate closely with you at every step, charting a clear path from where you are today to where you want to be. With GVFO, you gain the confidence and resources to take control of your financial future and leave a lasting impact for generations to come.

In researching how wealthy families manage their finances, one thing became clear: most families who’ve built significant wealth rely on a family office — a dedicated team of professionals to guide them through everything from investments to legal matters. Traditionally, these family offices were reserved for families with $50 million or more in net worth.

But let’s face it, reaching $50 million in net worth isn’t realistic for most people, and that can feel frustrating. Wealthy families have access to resources that give them a leg up simply because they can afford to build a power team around them. That’s why we created Grand Vision Family Office as a grassroots family office.

We knew our families needed this same level of support, so instead of asking if it was possible for families without $50 million, we asked how it could be made possible. The solution? A community-driven approach where we share the costs of the power team. By pooling resources, we make it possible for all GVFO members to access the same top-tier professionals — tax strategists, investment advisors, CPAs, and attorneys — without the high barrier to entry.

With this model, you don’t need to have $50 million to take control of your financial future. All you need is the right team, and that’s exactly what GVFO provides — a way for everyone to benefit from the expertise that was once reserved for the ultra-wealthy.

Grand Vision Family Office is for anyone ready to ‘Be The One’ — the one who steps up and takes charge of their family’s financial future. It’s for families who believe there’s more to life than just working until their 60s and hoping their 401k lasts longer than they do. It’s for people who are passionate about taking control of their finances to create a better life for their loved ones, both today and in the future.

If you’re someone who’s not satisfied with the standard “max out your 401k and hope for the best” strategy, but instead want to live an extraordinary life now, you are the one Grand Vision Family Office was built for. It’s for people who ask, "Why wait for retirement?" and want to start building wealth and enjoying life today — while creating a legacy for generations to come.

There are two key reasons why we focus on physicians. The first is personal. Mike Neubauer, one of the founders of GVFO, experienced a life-changing tractor accident that nearly ended his life. In that moment, he realized that his wealth would have been meaningless without the security of a family office in place for his loved ones. He also realized that the only reason he survived was because of the trauma team and surgeons waiting for him at Loyola Medical Center when his helicopter landed. From that point on, it felt right to give back to the physician community that saved his life.

The second reason is practical. Achieving financial freedom through the GVFO’s model of buying back your time requires a certain level of income to make smart cash flow investment choices. If someone is just scraping by, it’s harder to focus on building wealth when there’s little left after paying the bills. Physicians, who have already put in years of hard work, education, and sacrifice, often have the income but may lack the resources to use it effectively. GVFO isn’t about teaching you how to work harder to earn more money — it’s about showing high-income earners, like physicians, how to leverage their salary to buy back their time and live an extraordinary life now. Physicians have already done the hard work to reach their income level; we’re here to take them to the next level.

GVFO is highly selective to ensure that new members align with our values and contribute to the integrity of our community. We're not focused on adding a large number of members — we're focused on bringing in the right people. This approach preserves the purpose of the Family Office and ensures that its benefits continue to grow for everyone involved.

To maintain this standard, we open applications twice a year — once in the spring and once in the fall — with a maximum of 10 available spots per period. We also cap our membership at 50 families total, so there will only be a few more application opportunities as we approach this limit.

The application process starts with a simple one-page form where you'll share your financial goals. If selected, you'll move on to a video interview with Nate and Mike, the founding members of GVFO. Additionally, completion of the Doctors & Dollars 5-Day Financial Challenge is required to ensure applicants have a solid foundation in the financial principles we value at GVFO.

We understand why the comparison to a financial advisor might seem to make sense, but it’s truly like comparing apples to oranges. A financial advisor typically fills just one role on your financial power team, and while they can be a valuable asset, they are not the complete team. One common mistake is assuming your financial advisor has access to — or can even share — all the resources available for financial growth. In reality, financial advisors are often limited in the advice they can offer due to employer restrictions or regulations.

GVFO, on the other hand, is not just a financial advisor — it’s a comprehensive Family Office that gives you access to an entire team of professionals and resources. While a financial advisor might be a part of your power team, GVFO provides so much more. Beyond financial advice, we offer strategies and experiences that go beyond traditional wealth management. This includes exclusive investment opportunities, family retreats, education workshops, legacy planning, and even member mission trips. GVFO is designed to help you build not just wealth, but a rich, meaningful life for you and your family.

The short answer: No, there is no specific net worth or income requirement to join GVFO.

Our main focus is on character and mindset, ensuring that your values align with our community and the Family Office as a whole. While having a higher income or net worth can certainly help accelerate your wealth plan or allow you to buy back your time faster, we believe mindset is the most powerful asset you can bring.

Even if the asset column of your financial statement feels light, your mindset and commitment to achieving your wealth goals are far more important in our selection process and in your likelihood of success. We’re looking for members who share our vision and values, regardless of financial status.