Phalanx Vfo

At Phalanx VFO, we embrace comprehensive estate advisory by providing ultra-affluent families with a personalized virtual family office experience. Serving as guardian and gatekeeper, we are driven by our Stoic values and a desire to protect, advise and serve these families throughout their unique life journeys. This approach allows us to create a customized virtual family office experience designed to help meet each family’s unique needs and aspirations. We aim to empower our valued clients to live their optimal lives and are here to help them shape legacies that transcend the financial. By collaborating with us, families have the opportunity to unlock their full potential and leverage our experience to create a more enriched future for themselves. Join us at Phalanx VFO so that together we can redefine estate advisory. We’re here to arm you with tools to help secure your future, shape your legacy, and live your optimal life. Investment Advisory Services are offered through Mariner Platform Solutions, LLC, an SEC Registered Investment Adviser