Virtual Family Office (VFO) service company helping financial experts amplify client value through advanced services and capabilities. We specialize in the analysis, acquisition, and alignment of real estate-related financing to financial, tax and estate plans.
Our proprietary, cloud-based technologies, platform and processes enhance the capabilities of CPA, Financial Advisory, as well as Trust and Estate Law Firms who want to provide a higher level of expertise, value, and support for for Clients with higher or more complex income.
DELIVER MORE VALUE TO YOUR CLIENTS
Stand out from your competitors by offering your clients a VFO-powered superior experience that helps them solve for and align their real estate financing needs as part of their broader financial plan.
SAVE YOUR CLIENTS TIME AND EFFORT
Using VFO services, a Client’s time and burden can be reduced by 50% to 75% when obtaining a loan or credit, and by 90% for any future transactions.
GIVE CLIENTS A DIGNIFIED EXPERIENCE
Many clients have achieved a level of accomplishment in their lives that deserves recognition. Unfortunately, the current industry lending process often ignores this distinction in the qualifying process which can lead to client frustration. To avoid this, we represent your clients to banks and lending institutions, thereby insulating them from the people and processes that can create unnecessary friction.
PROVIDE LARGER, BROADER CLIENT SAVINGS
By aligning your client’s debt with their tax and financial plans, far more total savings can be achieved than through the standard residential lending industry process.
INCREASE CLIENT SUCCESS
The strength of the VFO team of underwriters, debt structuring specialists and other experts typically helps increase the speed and probability of loan approval by 25% to 35%.
Company Details
- Employees
- 5
- Address
- Campbell, Ca, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://newventurevisions.com/
- Keywords
- Campbell.
- HQ
- Campbell, CA
New Venture Visions Corporation Questions
New Venture Visions Corporation's website is https://newventurevisions.com/
New Venture Visions Corporation's LinkedIn profile is https://www.linkedin.com/company/newventurevisions
New Venture Visions Corporation has
5 employees.
View email and phone details for 5
employees at New Venture Visions Corporation.
New Venture Visions Corporation's industry is
Financial Services
New Venture Visions Corporation's top competitors are
Citi,
Silver Lake,
Aicpa,
State Of California,
Union Home Mortgage Corp.,
Triad Financial Services, Inc.,
County Of Orange,
Sofi,
Ameris Bank,
Pacific Dental Services Foundation.
New Venture Visions Corporation's categories are Financial Services
