Advanced Tax Planning

VFO Services

Overview Wealth Management Financial Planning Advanced Tax Planning Legal Services Risk Mitigation Business Advisory

Planning Process

Overview Proactive Planning Platform Virtual Family Office Client Information Questionnaire (CIQ) CIQ (Business Only)

Team

Proactive Planning Team Virtual Family Office

Contact

Schedule a Call

Advanced Tax Planning
VFO Services

Overview

Wealth Management

Financial Planning

Advanced Tax Planning

Legal Services

Risk Mitigation

Business Advisory
Planning Process

Overview

Proactive Planning Platform

Virtual Family Office

Client Information Questionnaire (CIQ)

CIQ (Business Only)
Team

Proactive Planning Team

Virtual Family Office
Contact

Schedule a Call

Proactive Planning Team Process

Proactive Planning Platform

Advanced Tax Planning
VFO Services
Planning Process
Team
Contact

Advisory services via Lifeworks Advisors LLC are separate and distinct from services offered via Restrepo Wealth and clients are provided a separate service and fee. Lifeworks Advisors and Restrepo Wealth are unaffiliated, separate legal entities and not under common control or management.