Legacy VFO
Virtual Family Office by Legacy Growth
What is Legacy VFO?
Legacy VFO is a Virtual Family Office (VFO) initiative by Legacy Growth, designed to redefine how families, HNIs, and UHNWIs access advisors and experts to support their growth initiatives and in fostering legacy.
We are a non-wealth VFO. Instead, we are a collaboration network that offers agile, bespoke, and technology-enabled solutions for evolving family needs.
We bridge global expertise with local understanding—providing personalized, efficient, and cost-effective support across all facets of family office operations.
Why VFO Instead of SFO or MFO?
Virtual
Flexible and borderless access to best-in-class resources
Custom Teams
We build bespoke advisory teams aligned with each family’s vision and goals
Cost-Effective
No overhead of maintaining in-house teams of specialists
Unbiased
No allegiance to a single firm, ensuring truly independent advice
What We Offer
We offer a comprehensive suite of services tailored to the unique needs of families, HNIs, and UHNWIs:
Legacy & Governance
- Family vision and mission alignment
- Governance frameworks and structures
- Succession and estate planning
- Reputation and risk management and personal branding
Family Office & Business Management
- Operational reviews and transformation
- Capability development
- Change management and advocacy
Investment Support
- Deal structuring and transaction execution
- M&A including Cross-border transactions
- IPO and exit strategy planning
Wealth Preservation
- Family mediation and conflict resolution
- Inter-generational harmony
- Continuity planning
Why Choose Legacy VFO?
- No minimum wealth threshold—we are accessible to all families seeking support.
- Bespoke solutions built with deep subject-matter expertise.
- Execution methodology that ensures confidentiality, transparency, and accountability.
- Cost optimization with high-quality, deep expertise and agile teams.
- Experienced leadership from professionals who understand the nuances of working with family offices.
We curate experiences that strengthen family harmony, legacy, and purpose across generations.
FAQs
Do you provide wealth management or investment advice?
No. Our role is to foster legacy, enable strategic growth, and preserve wealth—not manage wealth or offer investment advice. We do not offer or distribute financial products.
Do you support Single Family Offices (SFOs)?
Yes. Many SFOs leverage our specialized services where in-house capabilities are limited.
Will you replace our existing advisors?
Not at all. We enhance existing relationships by collaborating with your trusted advisors and adding value in complementary areas.
Do you work with external advisors serving other family offices?
Absolutely. We partner with advisors (including wealth managers) to jointly deliver enhanced outcomes for their family office clients.
Do you have global coverage?
Yes. We serve Indian diaspora family offices and NRIs across India, Canada, USA, UAE, Singapore, UK, and parts Europe.