V360 Services List
V360’s goal is to empower our clients through our proprietary Concentric Services model. You are the center of many orbiting professionals. Simplification, organization, and accessibility of financial and lifestyle information allows our clients to focus on the people and activities that are most important. Our team can serve as a single point of contact to address and connect all professional advisors and aggregate information. Accordingly, we will work closely with an individual or family leadership to develop a bespoke service schedule tailored to your specific requirements. The following list of services is an example of services provided by V360.
Accounting Services
- Annual personal balance sheet and income statement for all individuals/entities
- Trust accounting, trustee meetings, and associated reports
- Bill pay with single-step client approval
- Portfolio aggregation and accounting
- Information coordination and preparation for outside tax preparers
- Estate administration and coordination of associated professional services
Advisory & Oversight Services
- Tax, compliance, and succession planning advisory
- Coordination and oversight of outside legal and other professional services
- Independent evaluation of outside investment advisors using independent metrics
- Annual insurance review and evaluation
- Risk management and annual risk audit
- Crisis prevention and time-critical support, including coordination of exotic risk management, K&R, personal security, investigations, foreign-national “fixers,” etc.
Administrative & Technology Services
- Personal paperless office including mail scanning and secure e-delivery
- Proprietary, app-based, secure access by all family members to daily portfolio aggregation, scanned mail delivery, key documents, budgeting tools, and notifications
- Payroll, management, and administration of household and other employees
- Concierge/lifestyle services (including travel and advance residence preparation)
- Asset administration (real estate/maritime/aviation/equine/art/wine), including appraisal, basis tracking, accounting, maintenance and services coordination
- Staff management (pilots, household, security, nanny, etc.), including selection, hiring, payroll, legal compliance
- Organization, scanning, and secure e-access to historical family files and records
- Facilitation of independent “single family office”/foundation office space as required, including outfitting, IT, administrative staffing, etc.
- Concierge healthcare services, family health insurance plans, health savings accounts, and current health law advisory
- Other concierge services to meet individual requirements
Education & Facilitation Services
- Tailored trustee and individual financial literacy education
- Facilitation of estate planning, wealth transfer, and succession planning
- Visual estate mapping
- Facilitate family meetings, governance, communications, conflict resolution
- Philanthropic/foundation support, administration, accounting, and advisory