Exponential Growth Requires Exponential Wealth Strategy.

You’ve built an exceptional business. Now, architect your greater future.

VFO Connect is the premier platform matching visionary, successful entrepreneurs with rigorously vetted Virtual Family Office (VFO) advisors.

REQUEST A PRELIMINARY FINANCIAL ASSESSMENT

Have You Outgrown Your Current Advisor?

Successful entrepreneurs are focused on scaling their businesses, often leaving them time-scarce and underserved in their personal wealth management. CEG research confirms that nearly 60% of affluent business owners are open to switching advisors, driven by a fear of missing out on advanced strategies.

THE SIGNS IT'S TIME FOR A VFO:

You lack a single, coordinated view of your entire financial ecosystem.

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Your advisors are reactive, not proactive, regarding tax and estate strategies.

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THE ENTREPRENEURIAL BLIND SPOT

THE CEG VFO CONNECT SOLUTION

The Nexus of
Entrepreneurial Wealth.

CEG VFO Connect is not a directory; it is a curated ecosystem. We leverage advanced technology and a high-touch, personalized process to ensure the optimal match between visionary entrepreneurs and the elite advisors capable of managing their complex needs.

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The Assessment

It starts with our proprietary Second Opinion Service—a Preliminary Financial Assessment (PFA) that identifies opportunities and gaps in your current wealth strategy.

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The Match

We utilize a hybrid approach—combining AI-driven analytics with human-led discovery—to match you with vetted VFO advisors tailored to your industry, complexity, and vision.

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The Connection

You select the advisor who best aligns with your goals, ensuring a partnership built on trust and specialized expertise.

THE GREATER FUTURE FRAMEWORK

The Strategy Behind 100x Growth.

Our platform is inspired by the principles in the book, Building Your Greater Future 2026: How the World’s Most Successful Entrepreneurs Achieve Exponential Success, Enjoy Uncommon Freedom, and Create Legacies Beyond Business, co-authored with Dan Sullivan of Strategic Coach and John Bowen of CEG Elevate Group.


The VFO model is the key to achieving "Greater Security"—one of the 10 Greater Multipliers for exponential growth.

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Secure Your Greater Security

Don't let fragmented advice limit your potential.

Discover the power of a coordinated Virtual Family Office.

GET YOUR SECOND OPINION
VFO Connect