The Virtual Family Office (VFO)

Simplifying Wealth Management for Families and Fiduciaries

At The Sharpe Group of Oppenheimer & Co. Inc., we help families establish Virtual Family Offices (VFOs)—collaborative teams of professionals that work seamlessly to provide a holistic wealth management experience. With 35+ years of experience and strong ties to trusted advisors, we build virtual teams across multiple firms with precision and care.

Why a VFO?

  • Tailored for estates $20M–$250M
  • Access specialized expertise without permanent overhead
  • Leverage collective wisdom of multiple families for smarter strategies
  • Transparent, tech-driven process for efficiency and clarity

Our Approach

A VFO thrives on shared values: transparency, collaboration, communication, authenticity, humility, and accountability. We provide unbiased, value-driven guidance for families seeking a sophisticated, flexible wealth management solution.

How We Help

  • Partner with your trusted advisors to build your VFO team
  • Offer objective advice throughout team construction
  • Maintain impartiality in selecting, interviewing, and hiring outside professionals


The Sharpe Group brings clarity, collaboration, and confidence to your wealth management journey.