Virtual Family Office

Location: Atlanta, GA or Virtual (Remote with Local Market Expertise)Engagement: Fractional / Retainer Basis Part Time: 120 - 160 Hours/Year Across Team

How to Apply: EMAILQualified individual professionals or boutique advisory practice groups need to email credentials, hourly/retainer fee structures, and relevant previous experience working directly with High Networth (HNW) Family Offices track records directly to: swapna 1030@gmail.com drgopalrao@gmail.com Subject Line: [Role Title] Application – Atlanta VFOOverview & Portfolio Context: A tailored Virtual Family Office (VFO) based in Atlanta, GA is assembling a core team of 4 to 6 fractional experts. The VFO actively oversees a $40M+ real estate portfolio alongside a concentrated, dividend-generating equity portfolio with active family participation. Operational focus centers on mitigating non-qualified dividend drag, managing complex real estate depreciation and K-1s, and structuring multi-generational estate vehicles. Open Fractional Roles &

Requirements: Lead Advisor / Fractional CFO (Est. 50 – 60 hrs/year)Serves as the central clearinghouse for all family assets and operations. Leads entity structuring, family governance, and multi-asset aggregation. Coordinates quarterly family meetings and manages cash flow distributions between real estate and equity buckets. Tax Strategist (CPA) (Est. 30 – 40 hrs/year)Drives proactive tax planning and dividend optimization. Executes 1031 exchanges, manages Georgia state filings, multi-state real estate filings, and K-1 reporting. Mitigates dividend drag under high tax brackets. Estate & Legal Counsel (Est. 20 - 30 hrs/year)Drafts and maintains asset protection structures and multi-generational trusts. Handles ongoing trust administration and annual family gifting strategies. Provides legal oversight for asset transfers and succession. Investment Portfolio Advisor (Est. 30 – 40 hrs/year)Manages equity tracking and cost-basis optimization for concentrated equity holdings. Conducts risk overlay assessments and portfolio alignment relative to real estate exposures. Delivers performance attribution and risk analysis. Candidate Qualifications &

Experience: 8+ years advising UHNW families or direct experience within single/multi-family office structures. Credentials: Active CPA, JD, or CFA professional designations required where applicable to the specialty. Jurisdiction: Deep familiarity with Georgia state tax codes, real estate regulations, and Atlanta legal/estate practices. Virtual Model: Proven track record collaborating within integrated, multi-disciplinary virtual advisory teams. Submission & Inquiries Qualified individual professionals or boutique advisory practice groups are invited to submit credentials, hourly/retainer fee structures, and relevant UHNW track records directly to:swapna 1030@gmail.comdrgopalrao@gmail.com Subject Line: [Role Title] Application – Atlanta VFO