Finally, a team that helps you lower your income taxes and reach your goals.
Hansch Virtual Family Office serves business owners, executives, and retirees who want their taxes planned before the year ends—not explained after it ends.
____THE GAP IN YOUR TEAM
Your tax return looks backward. Your tax plan looks forward.
Most successful people have an accountant who files accurately, an advisor who manages investments, and an attorney who drafted documents years ago. Each does their job well.
None of them owns the question that costs you the most: what could we do, starting now, to reduce what you pay over your lifetime?
That question needs a team working from one plan. We built the firm around it.
____VALUES-BASED FINANCIAL PLANNING
We start with a different question.
Before we talk about products, portfolios, or projections, we ask what's important about money to you. Your answers shape everything that follows.
01
The values conversation
We learn what money needs to do for your life, in your words.
02
The goals conversation
We put names, dates, and dollar amounts on the goals that matter.
03
Your current picture
We organize everything you have today into one clear view in your secure financial portal.
04
The plan
We show the distance between where you are and where you want to be, and the steps to close it.
____OUR END GOAL
The Plan.
We help you understand where you are today, define where you want to go, the things important to you and create a clear path to get there. From there, we meet three times a year to revisit your strategy and keep your plan aligned as your life evolves.
____HANSCH VIRTUAL FAMILY OFFICE
Five disciplines. One coordinated plan.
The wealthiest families have long used a family office—a dedicated team covering every part of their financial life. We deliver that model to the top 20% of our clients, who don't have nine figures, through a specialist team of more than 75 professionals.
A written strategy to reduce your income taxes this year and every year going forward, coordinated with your accountant.
Tax Planning
Coverage matched to your actual exposures, reviewed as your life changes, including older policies.
Risk Mitigation
A portfolio built to serve the plan, managed with taxes in mind at every step.
Wealth Management
Estate documents that reflect your current wishes and current law, in sync with your tax and investment strategy
Legal Services
Business Advisory
Exit planning, buy-sell funding, key person coverage, and retirement plans for the business and family behind it.
____WHO WE WORK WITH
Real complexity. Real goals.
Our clients typically have household incomes above $400,000 or a net worth of $4 million or more outside their home. If that sounds like you, the first conversation is easy and carries no obligation.
Business Owners
Preparing for growth, transition or sale.
High Income Professionals & Executives
Who suspect they're overpaying in taxes
Families In or Approaching Retirement
Who want their income, taxes, and estate handled as one plan.
____A FAMILY FIRM SINCE 1965
Two generations.
One standard.
Hansch Brothers & Associates was founded by Gus and Walter Hansch in 1965 in Los Angeles. The family went on to develop Financial Profiles, one of the first financial planning software platforms, used by major national firms for decades.
Today Hansch Family Office is led by the second generation, brothers W. John Hansch, MBA and David K. Hansch, CFP®. The tools have changed. The standard hasn't: know the client's values first, then build the plan.
