A virtual family office, like Waldensia, provides wealth management, cashflow planning, and administrative services tailored to high-net-worth families and individuals. Unlike traditional family offices, we operate virtually, leveraging technology OF 2025 to deliver personalized, efficient, and secure solutions without the need for a physical office.

Waldensia offers a wide range of services, including cashflow management, tax planning, estate planning, philanthropy coordination, and coordination with other professionals like attorneys or accountants.

Our services are designed for high-net-worth individuals, families, and entrepreneurs who seek holistic wealth management without the complexity and cost of maintaining a traditional family office. Whether you’re managing multi-generational wealth or building a legacy, Waldensia is here to simplify and optimize your financial life.

Our virtual family office operates through a secure, cloud-based platform that allows us to manage your affairs remotely. We use advanced technology to provide real-time insights, seamless communication, and secure document sharing. Our team of experts is always accessible via video calls, email, or phone to ensure you receive personalized support whenever you need it.

At Waldensia, we prioritize your privacy and security. We employ state-of-the-art encryption, multi-factor authentication, and secure cloud storage to protect your data. Our systems comply with industry-leading standards to ensure your information remains confidential and secure.

We accept clients based of an initial meeting and application process. Contact us through our website to schedule a complimentary consultation. During this call, we’ll discuss your financial goals, needs, and how Waldensia can tailor our services to meet them. From there, we’ll create a customized plan that can be implemented quickly.

Our fees are customized based on the scope of services you require. We offer transparent pricing with no hidden costs. For detailed information, please contact us at [email protected] to discuss your specific needs.

Absolutely. We collaborate seamlessly with your existing financial advisors, attorneys, accountants, and other professionals to ensure a cohesive approach to your wealth management. Our goal is to complement and enhance the work of your trusted advisors.

As a virtual family office, Waldensia serves clients throughout the United States. No matter where you are located, our team is ready to provide personalized, high-touch service to help you manage your wealth effectively. We do not serve clients internationally at this time. We accept only US based clients.

Yes, Waldensia provides expert guidance to help you navigate the process of selling your business. Our team works closely with you to evaluate your business, connect you with trusted professionals such as investment bankers or brokers, and coordinate the financial and legal aspects of the sale. We aim to maximize value and ensure a smooth transition, aligning the process with your broader financial goals.

Absolutely. Waldensia specializes in helping clients establish private family foundations to support their philanthropic goals. We guide you through the process, including structuring the foundation, navigating legal and tax requirements, and developing a strategic giving plan. Our team coordinates with legal and financial advisors to ensure your foundation aligns with your values and long-term wealth management objectives.

HEMS stands for Health, Education, Maintenance, and Support. It is a standard used in estate planning and trust administration to guide trustees in making discretionary distributions to beneficiaries. At Waldensia, we help structure trusts with HEMS provisions to ensure beneficiaries receive support for essential needs—such as medical care, education, housing, or living expenses—while preserving the trust’s assets for long-term goals. Our team works with you to customize these provisions to align with your family’s values and financial objectives.