Grand Vision Family Office: How it Works
Like your business specialty, we are the specialists of your financial world.
1:1 Wealth Plan Design
As a member of Grand Vision Family Office, you’ll find the confidence you need along your path as we guide you through each of the 7 pillars of wealth to create your family’s comprehensive Wealth Plan - providing the expertise, services, and resources necessary to connect all of the dots and finally piece together your family’s entire wealth puzzle.
Think of these pillars as puzzle pieces, each essential for completing the Grand Vision of your family's prosperity. Our team collaborates with you closely, guiding you through each pillar and every step, creating a tailor-made wealth journey for your family that aligns with your unique goals and aspirations.
We chart a clear path from where you are (point A) to where you aspire to be (point B).
Access to Commission-Free Financial Experts & Resources
As we work through your wealth plan, we connect you with the highest quality services, tools, and resources you need to accomplish the end goal. Whatever it takes.
This can include CPA’s, attorneys, and various other specialists. Access is included with your annual membership, providing a seamless integration of all financial services without any extra fees or hourly rates.
Fiduciary investment planning using purposeful strategies to achieve your short & long-term goals. This includes exclusive access to professionally-vetted private equity investments such as The GV Wealth Fund.
In-house CPA for personalized tax strategy, planning, and filing.
Commission-free real estate consultation & sales planning.
Attorneys at your fingertips with dedicated access and advisement.
Strategically-designed estate plan that provides a foundation for future generations without the consequences of misguided inheritance.
Goal-based giving that aligns with your values and your wealth plan.
Education & Events
We believe in empowering you on your path, educating you every step of the way so you can pass down financial wisdom to future generations.
From online courses to in-person experiences, we ensure you stay on course and maintain control of your financial journey. This includes some fun adventures and vacations for your family too!
Bucket List Vacation Experiences
Access to the annual Grand Vision Family Office Mission Trip
Regularly Scheduled Calls & Conferences
Online Courses (coming soon)
and More