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New Virtual Family Office Sets Up Shop In California

Eliane Chavagnon, Editor - Family Wealth Report, June 26, 2014

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Richard Gayton, a global wealth manager and registered investment advisor, has launched Lakeside Virtual Family Office.

Richard Gayton, a global wealth manager and registered investment advisor, has launched Lakeside Virtual Family Office.

Virtual family offices allow various experts to provide a “holistic” service through a single platform but not in the same physical location. While family offices are not a new concept, virtual family offices are “very new,” said Gayton, chief executive of LVFO.

Gayton has spent nearly 30 years working on Wall Street providing financial advice for high net worth clients working in senior roles at UBS, Merrill Lynch and Oppenheimer & Co.

Located in Toluca Lake, CA, LVFO is an investment practice comprised of a virtual team of advisors who coordinate the affairs of ultra high net worth individuals, families and foundations with over $25 million in assets under management.

LVFO – which is particularly focused on tax efficient strategies of liquid assets - provides estate, real estate, financial services, and financial oversight of all investments.




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