by George C. McCabe, CPA | Jul 11, 2026 | Virtual Family Office
Complexity, more than a dollar figure, is what usually calls for a virtual family office. Families with $10M to $30M in wealth often have advanced needs, and the lack of communication between their professionals is exactly what makes the virtual family office model a...
by George C. McCabe, CPA | Jul 11, 2026 | Virtual Family Office
A virtual family office delivers the depth of service of a traditional family office while letting a single advisor act as the one professional who coordinates communication and planning across all of your outsourced specialists, including your accountants, attorneys,...
by George C. McCabe, CPA | Jul 11, 2026 | Virtual Family Office
Part of what the word “virtual” means in virtual family office is that the model can operate with family members all over the country. Firms that are ahead of the curve on technology have already built ways to run family meetings electronically and...
by George C. McCabe, CPA | Jul 6, 2026 | Generational Planning
Extremely wealthy families usually do a good job of preparing estate planning documents before they die. They don’t always do a great job of interpreting those documents after somebody passes. That gap can cost the family real money, usually because the...
by George C. McCabe, CPA | Jun 29, 2026 | Charitable Planning
When it comes to charitable giving, most people agree that giving is its own reward. But a lot of people also agree that if there’s a tax deduction on the table, all the better. Here are four checklist items to make sure your charitable gift actually ends up...