Your Wealth, Your Legacy
Discover the Secrets to Building Multigenerational Wealth

 With our Virtual Family Office, be empowered to significantly amplify your wealth by creating your own bespoke holistic wealth strategy and family office. Partnering with a dedicated Wealth Strategist that quarterbacks your entire wealth team, we aim to provide unparalleled guidance, resources, and strategy supported by a Dream Team of experts, to ensure a holistic approach to wealth management. 

Download our FREE "Virtual Family Office Awareness Guide" to start optimizing your wealth strategy for success!

 
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Transform Your Wealth Management
The Pantheon Virtual Family Office stands at the forefront of our innovative approach to building legacy wealth, transforming traditional wealth management into a personalized service and comprehensive ecosystem designed for high-net-worth entrepreneurs and accredited investors.

Our Virtual Family Office offers 360-degree support in your wealth building from all angles, providing elite wealth coaching and creating a customized wealth plan encompassing financial investments and strategic planning for tax optimization, estate planning, and asset protection. Our VFO grants exclusive access to our curated network of top-tier advisory members, including CPAs, estate planners, and insurance specialists, which is not merely a list of contacts, but a circle of trusted advisors who work collaboratively to support each client’s unique wealth journey.

Choosing the Pantheon Virtual Family Office means more than just managing wealth – it’s about creating a legacy.
Who It’s For
Empowerment for High-Net-Worth Entrepreneurs: Achieve Financial Freedom and Generational Wealth
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Pantheon VFO: 10X Your Wealth
The Pantheon Virtual Family Office empowers successful entrepreneurs and investors to 10X their wealth and create unlimited financial freedom.
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Elite Team, Exceptional Results
With the Pantheon VFO, our clients gain a team that consists of the top 1% advisors in advanced tax planning, estate planning, asset protection, insurance planning, private equity, and banking who are all invested in their lasting success and access to a virtual dashboard and wealth KPI's to actively manage your wealth.
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Grow Your Wealth, Real-Time
Our VFO provides all of the resources and expertise needed to help entrepreneurs wean off the stock market roller coaster and empower them to hit their wealth goals in less than half the time to create generational wealth.
Redefine Your Wealth Strategy
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When you work with our Virtual Family Office, our team will help you formalize your Wealth Vision, Values, and Family Constitution to ensure you are on the fastest and most successful track to your wealth goals, and every financial decision continues to move the needle towards them.


The VFO offers an alternative wealth management system with a highly personalized, elite service from our top-tier team and concierge services, enabling our clients to construct a wealth strategy and portfolio that sets them up to 10X their wealth, and to protect it.

Hear From Our Clients
"Discovering Pantheon's Virtual Family Office was a game-changer. The level of trust and transparency they offer is unparalleled. Working with them feels like having a personal financial dream team. I can't wait to continue this journey and see how much further we can go together."
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Doug Kreuger
"First thing I wanted you to know how awesome my experience has been in the little time I've had with Jason. He's awesome, meticulous, a good communicator and listener. I'm very excited about being with Pantheon!!!"


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Kenny Chapman
Become the CEO of Your Own Wealth & Unlock Financial Freedom
The Pantheon VFO will help you break free from:

  • Having all of your assets tied up in your business or stocks and 401K plans
  • Financial advisors that don’t understand the needs and opportunities of a high
  • Multiple different advisors who do not all speak the same language or collaborate strategically as a powerful unit on your behalf
  • Financial advisors that only make recommendations on equities because that is how they are compensated
  • Paying too much in taxes
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The Pantheon Virtual Family Office Provides Ongoing Guidance to Secure a Successful Holistic Wealth Strategy
Many growing entrepreneurs have outgrown their financial planners and either don’t have the time or knowledge to properly create a holistic wealth strategy with so many moving parts. With the Pantheon VFO, our experts always stand ready to guide entrepreneurs in creating, managing, AND preserving their wealth.

Within the Pantheon Virtual Family Office, we emphasize an alternative approach to the volatility of the stock market by providing expert coaching and helping high-net entrepreneurs diversify their investment portfolios across alternative assets, private equity, real estate, and smart money moves like infinite banking to protect and build their wealth tax-free as their own bank. Mitigating taxes is a critical component to a successful wealth strategy, and we help our clients invest in tax-efficient assets and offer a wealth of guidance around tax codes and deferring taxes into qualified plans so that they can maximize incentives.

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When You Choose the Pantheon Virtual Family Office You Will Get Access To:
● Monthly Coaching & Consulting
• Asset allocation decisioning
●    Personalized Asset Allocation & Portfolio Strategy
• Build the ideal portfolio allocation to meet client goals
• Get objective guidance on capital allocation
● How Do I Stop Overthinking and Find True Happiness?
We explore the importance of self-belief and how it shapes every aspect of our lives, from career success to personal relationships.
● Beyond Resolutions: A Life Coach’s Approach to Goal Setting
From affirmations to visualization techniques, we provide actionable strategies to help readers overcome self-doubt and embrace their unique strengths.

  • Proactively manage liquidity needs
  • Manage alternative investment performance
  • Solve clients’ greatest financial challenges with thinking exercises, peers, and tools
  • Reposition their portfolio to yield optimal results that support their vision and implement a wealth infrastructure that supports their journey
Get Started With the Pantheon Virtual Family Office
Once you make the decision to commit, what was possible becomes probable. Make our elite team your wealth team, and construct and implement a wealth strategy that will set you up to 10X your wealth in less than half of the time of your current trajectory, and, protect it. When you choose the Pantheon VFO, we will give you the keys to achieving generational wealth, ultimate time freedom, and passing on a legacy
Copyright ©2024 Pantheon Investment. All Rights Reserved
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