Virtus Family Office

Virtus Family Office provides investment advisory and financial planning services primarily to high‑net‑worth and ultra‑high‑net‑worth individuals, as well as corporations, estates and other business entities. The firm also serves pooled investment vehicles, acting as investment manager to VFO Alternative Investment Fund and VFO (BVI) Alternative Investment Fund LTD, and reported $726,943,327 in discretionary assets under management as of December 31, 2025.

The firm pursues long‑term investment strategies using fundamental analysis across public securities (stocks, bonds, ETFs, REITs) and allocates to alternative private fund strategies (private equity, venture capital, private debt, real estate, infrastructure) after evaluating strategy, regional exposure, manager experience, cost structure and risk profile. Virtus provides discretionary and non‑discretionary portfolio management, may recommend third‑party money managers, and documents client objectives through investment policy statements and ongoing financial planning engagements.

What distinguishes Virtus from many peers is its role as a private fund adviser and manager of offshore pooled vehicles (Cayman and BVI funds), combined with an affiliated consulting entity in Mexico that provides investment research and contributes to policy development. The brochure also discloses significant non‑U.S. ownership, detailed discussions of leverage, credit arrangements and potential side‑by‑side allocation conflicts, and a preferred $3,000,000 account minimum—features that can affect allocation, custody and reporting practices.