Virtual Family Office services to attract and retain higher and more complex income clients.
Virtual Family Office (VFO) services specialized in the analysis, acquisition, and alignment of your client’s real estate-related financing to their financial, tax and estate plans.
Leader and Trainer
NVV excels in complex real estate financing strategies, serving as a leader and educator in the field. We collaborate with and often mentor professionals in tax-optimized debt restructuring, blending tax and financial planning for maximum client benefit. NVV trains CPAs (NASBA CPE courses) and FAs (CFP Board CE courses) as a complementary service to ensure successful transactions.
Proprietary Fintech Technology
Our cloud-based technologies, platform and processes enhance the capabilities of CPA, Financial Advisory, as well as Trust and Estate Law Firms to provide a greater level of expertise, value, and support for clients with higher or complex income. NVV also provides a collaboration platform and a “RFP” style system to help obtain goods and services which cater to client needs.
Deliver More Value to Your Clients
Stand out from your competitors by offering your clients a VFO-powered superior experience that helps them solve for and align their real estate financing needs as part of their broader financial plan.
Save Your Clients Time and Effort
Using VFO services, a Client’s time and burden can be reduced by 50% to 75% when obtaining a loan or credit, and by 90% for any future transactions.
Give Clients a Dignified Experience
Many clients have achieved a level of accomplishment in their lives that deserves recognition. Unfortunately, the current industry lending process often ignores this distinction in the qualifying process which can lead to client frustration. To avoid this, we represent your clients to banks and lending institutions, thereby insulating them from the people and processes that can create unnecessary friction.
Provide Larger, Broader Client Savings
By aligning your client’s debt with their tax and financial plans, far more total savings can be achieved than through the standard residential lending industry process.
Increase Client Success
The strength of the VFO team of underwriters, debt structuring specialists and other experts typically helps increase the speed and probability of loan approval by 25% to 35%.
Leverage VFO Services Without Impacting Your Budget
Banks pay the fees necessary to deliver our specialized VFO lending management services, allowing you to deliver more valuable and specialized services to your clients without impacting your bottom line or your client’s wallet.
VFO Lending Management - A New Industry Solution
Team of Experts
Aligning to the structure of a family office, our VFO service assigns a team of experts including complex income underwriters, loan structuring specialists, success coordinators, and others, to each client.
Data
Gathering
Next, the client’s tax and asset data is combined with information gathered from collaborations with the client’s own existing professional advisors, and quickly analyzed using proprietary technologies and processes.
Financial
Strategy
We use a larger data set combined with expert guidance to determine a tailored financing strategy that aligns to the client’s larger financial, tax, and estate plans.
Lender
Targeting
Uniquely designed processes are then used to select targeted lenders that offer the optimal rate for the client’s specific needs.
Client
Advocacy
Lastly, we represent the client to the targeted lender via a managed process that supports them until their loan is fully completed.
NASBA CPE Sponsor
NVV is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
