Grand Vision Family Office:
Who, What, Why…

The Grand Vision Family Office is a membership that provides your family access to exclusive wealth strategies, estate planning, education, and guidance. The family office is 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. These are the puzzle pieces that the wealthiest of families use to create generational wealth. The family office not only gives you exclusive access to these strategies, it also provides the experts and guidance to help you implement them.

From education to investments, from protecting your legacy to creating meaningful family experiences, the Grand Vision Family Office is your opportunity to join other families just like yours, executing a wealth plan that was previously only possible for the ultra-wealthy. With GVFO, you gain the access, confidence, and resources to take control of your financial future and leave a lasting impact for generations to come.

In researching how wealthy families grow and preserve their wealth, one thing became clear: significant wealth isn’t built by chance. Most families who’ve built and preserved wealth rely on a family office—a structure that provides access to the most exclusive strategies, paired with a dedicated team of professionals to guide and implement those investment, estate, and wealth-building strategies.

These families have access to strategies and resources that give them a leg up simply because they can afford to buy that access.

Once we realized this, we knew that if our families were going to grow and preserve wealth, we needed a family office too. Unfortunately, family offices were reserved for those with $50 million or more in net worth, granting them access to tools, opportunities, and resources that most families, including ours, simply didn’t have. But let’s be honest—reaching $50 million can take time, and for many, it feels out of reach. That’s why we didn’t ask, “Is a family office possible for us?” Instead, we asked, “How do we make it possible?”

The solution? A community-driven approach that makes the benefits of a family office accessible to families like ours and yours. By pooling resources, we’ve made it possible for members to share the costs of a power team, providing access to top-tier professionals—tax strategists, investment advisors, CPAs, and attorneys—alongside the wealth strategies that were once reserved for the ultra-wealthy.

With Grand Vision Family Office, you don’t need $50 million to transform your family’s financial future. You just need access to the right strategies, resources, and a team dedicated to helping you execute your vision.

Grand Vision Family Office is for anyone bold enough 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 purposely offer this opportunity to physicians.

The first is personal.
Mike Neubauer, one of the founding members 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.

The Grand Vision Family Office was founded as an exclusive opportunity, with only 50 membership slots available. When deciding who should have access to these slots, Mike wanted to offer them to physicians as a way to say thank you to those who dedicate years of their lives to taking care of others— those who dedicate their lives to gaining the skills that saved his.

The second reason is practical. Achieving financial freedom through the GVFO model requires a certain level of income to take advantage of the strategies and resources. 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 create an extraordinary life. 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 a financial advisor — it’s a comprehensive Family Office that gives you access to exclusive investments and resources that a financial advisor can’t offer, along with an entire team of experts to implement them. While a financial advisor might be a part of your power team, GVFO takes a much different approach. Beyond general guidance, we offer strategies and experiences that go beyond traditional wealth management. This includes our exclusive investment opportunities, family retreats, education workshops, legacy planning, and even member mission trips. GVFO is designed not just build wealth, but to create a rich, meaningful life for you and your family.

The short answer: No, there is no specific net worth or income requirement to join the Grand Vision Family Office.

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.