About
Lakeside Virtual Family Office (LVFO) is an investment practice comprised of a virtual team of prominent and experienced advisors who coordinate private wealth management, estate planning, and succession plans for a select clientele of ultra, high -net-worth individuals and families. Similar to a financial concierge service, LVFO bundles many valuable services under the same roof to provide the expertise and the availability to accommodate our clients’ various needs including, but not limited to: estate planning, tax planning, investment management, philanthropy, art and wine collection management— even the family vacation compound.. Because we limit our services to working with just a handful of select clientele, LVFO does not ‘push products’ on our clients. Instead, we focus on providing a team-oriented approach through the expertise of several, highly-qualified advisors to address any needs or goals that clients may have. By serving in a non-biased advisory capacity to family grou
Position in the VCSift Database
- • 33,888 investors in VCSift focus on the fintech sector.
Data sourced from 410,343 investor profiles. Updated July 2026.
Investment Focus
- Location
- Toluca Lake, US
Contact Information
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