Critical Drivers Of Success: The ability of virtual family offices to optimize the financial world of their clients is predicated on what they are able to deliver, but also on three critical drivers … the human element, the cohesive team and systematic processes.

The human element is the emotional and psychological aspects of the advisor/client relationship. Each driver has multiple indispensible components referred to as essentials. Three prevalent essentials of the human element are:

• Client-centered discovery
• Coherent, connected communications
• Deep, intimate relationships