VIP Family Office provides a complete suite designed for complexity:
Services Overview
Solutions
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Integrated planning and coordination (tax, estate, insurance, business)
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Business advisory services
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Fractional CFO services
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Risk management and insurance strategy integration
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Family governance and next-generation education support
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Philanthropy and charitable planning coordination
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CRA audit support, objections, appeals, and litigation pathway
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General counsel-style oversight and specialist coordination
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Executor services for complex estates with fee-efficiency focus
Our Process
Step 1: Fit & Application
We work with a limited number of families and partners.
Step 2: Discovery
We gather the full picture—entities, financials, risk, goals, and advisor ecosystem.
Step 3: Written Roadmap
We produce a strategy roadmap that is sequencing-ready and execution-oriented.
Step 4: Execution & Coordination
Legal execution through Barrett Tax Law; coordinated implementation with advisors.
Step 5: Ongoing Oversight
Quarterly or monthly family office cadence, plus fractional CFO workstreams if needed.
Step 6: Dispute and Crisis Response
If CRA scrutiny or other legal risk arises, the platform supports the family through resolution.
Core Values
- Discretion: high privacy, low noise.
- Continuity: long-term thinking, multi-year oversight.
- Execution readiness: plans that can be implemented.
- Advisor respect: we strengthen advisors; we do not replace them.
- Defensibility: planning designed with audit and dispute risk in mind.
- Accountability: clear ownership of next steps and outcomes.
Exclusivity & Membership
VIP Family Office is intentionally selective. We accept a limited number of new families and partners to ensure depth, responsiveness, and quality.
How it works
- partners are invited or apply
- families are introduced through trusted advisors or apply
- we confirm fit, complexity alignment, and capacity