A complete list of active advisors currently associated with Virtus Family Office

Warmer can help you find a great advisor at Virtus Family Office or one who fits your needs even better.

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, charities and pooled investment vehicles. The firm offers discretionary and non‑discretionary asset management, financial planning, selection and oversight of third‑party money managers, and acts as investment manager to pooled funds. Its investment approach emphasizes fundamental analysis and long‑term strategies across public securities (stocks, bonds, ETFs, REITs) and allocations to alternative private funds. Virtus also structures and manages pooled vehicles that invest in private equity, venture capital, private debt, real estate and infrastructure, and tailors implementation to clients’ stated investment policy statements. Distinctive features disclosed in the brochure include a relatively small advisory team supporting substantial assets (roughly $727 million AUM with two advisors), and direct management of offshore pooled funds (Cayman and BVI structures) and related fund investments. The firm’s ownership and affiliated business ties in Mexico and its role as manager to private pooled vehicles introduce cross‑border relationships and potential allocation considerations that are less common among peer team advisers.

To learn more about the advisors currently working at Virtus Family Office, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.