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Virtual Family Offices: What are they and why should you consider them?

In this episode, Gordon takes us through the original virtual family office and why you should consider a virtual family office for all of your investing needs.

You could define Family Office as staff that serves the needs of a single-family, and for as long as there have been wealthy families, there have been staff.

In the United States, it was Thomas Mellon, the patriarch of America's most enduring banking family.

It was John D Rockefeller, widely considered the richest American in history.

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Gordon J. Bernhardt

Gordon J Bernhardt

Author and Podcaster

President and founder of Bernhardt Wealth Management and author of Profiles in Success: Inspiration from Executive Leaders in the Washington D.C. Area. Gordon provides financial planning and wealth management services to affluent individuals, families and business owners throughout the Washington, DC area. Since establishing his firm in 1994, he and his team have been focused on providing high quality service and independent financial advice to help clients make informed decisions about their money.