Comprehensive Wealth Management Services for High-Net-Worth Families
Our holistic, goals-based approach ensures that every area of your financial life works together seamlessly. Through a Virtual Family Office framework, we coordinate planning across investments, estate strategy planning, and long-term family objectives. Our services include:
Exit & Business Succession Planning
Whether you’re preparing to sell your business or transitioning it to the next generation, our Virtual Family Office approach helps coordinate investment, tax, and estate planning considerations to structure the process to maximize value and minimize tax implications.
Estate Planning & Wealth Transfer
We design thoughtful estate strategies that reflect your intentions and protect your legacy. As part of a Virtual Family Office, estate planning strategies are addressed in coordination with your broader wealth strategy, ensuring wealth is transferred efficiently and tax-effectively.
Multi-Generational Wealth Planning
Through our Virtual Family Office framework, we help create sustainable, long-term frameworks for passing wealth, values, and financial stewardship to future generations.
Retirement & Income Planning
Within our Virtual Family Office framework, we develop customized retirement income strategies that provide security and flexibility throughout your life.
Our high-touch service model ensures clarity and confidence at every step.
Our Virtual Family Office Approach for Affluent Families
Our VFO model brings together a carefully selected team of professionals—tax strategists, estate planning attorneys, wealth protection, philanthropic advisors, and lifestyle experts—who collaborate seamlessly on behalf of our clients. Instead of families managing multiple advisors on their own, we quarterback the entire process, ensuring every decision works together in support of what matters most.
Our high-touch service model ensures clarity and confidence at every step.
Serving Families in Boca Raton & South Florida
Buetel Wealth Management Group proudly serves clients throughout:
-Boca Raton
-Delray Beach
-Highland Beach
-Palm Beach County
-Greater South Florida
With a deep understanding of the financial landscape unique to South Florida—including market trends, tax considerations, and regional opportunities—our Virtual Family Office approach offers guidance tailored to the needs of affluent families in the area.
Whether you live locally or are relocating to South Florida, our team provides coordinated wealth management experience designed to help families, business owners and athletes manage significant wealth with clarity and confidence.
Why High-Net-Worth Families Choose Us
✔ Personalized strategies tailored to complex financial situations
✔ Long-term, relationship-focused advising
✔ Comprehensive planning across investments, tax, estate, and legacy
✔ Expertise in business transitions and multi-generational wealth
✔ A disciplined, goals-based approach backed by industry-leading resources
Your goals are unique. Your strategy should be too.
Schedule a Confidential Consultation
Ready to take the next step in protecting and growing your family’s wealth?
Contact Buetel Wealth Management Group in Boca Raton to schedule a confidential consultation with one of our high-net-worth financial advisors.
We’re here to help you build a lasting legacy—for today and for future generations.
