Experience a quality concierge experience with the Watkins Virtual Family Office.

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Unlock the value of time and relationships with the Watkins Virtual Family Office.

Recognizing the value of time and relationships.

The Watkins Virtual Family Office was created to give our clients a concierge experience similar to family offices used by the most successful American families. With over 70 years of helping successful business owners and private-client families with a wide range of risk management, financial management, and business operations issues, we have developed relationships with a broad range of professionals. Because we work with formal and informal professional partners within our community, we are able to offer a holistic, one-stop shop to manage what are often the most difficult aspects of a business or wealth/risk management. We’re here to be your advocate and trusted advisor.

Allow us to harness the power of community for your benefit.

Through the Watkins Virtual Family Office Portal, you will find assistance with a myriad of business and personal risk management-related issues. The client questionnaire algorithm runs through a broad range of solutions that potentially reduce taxes, mitigate risks (business and personal) and reduce expenses, identifying solutions to current problems as well as proactively identifying target spots before they become problematic.

Allow the Watkins Virtual Family Office to help you by contacting Hal Cromwell at hcromwell@watkinsinsurancegroup.com or 512-637-4192.

Identifiable areas include the following.

  • Advanced Tax Mitigation Strategies
  • Business Exit Planning
  • Business Financing
  • Business Valuation
  • Captive Insurance Companies
  • Cost Remediation
  • Cost Segregation
  • Employee Benefits
  • Employee Stock Ownership Plans (ESOPs)
  • Estate Planning
  • Executive Deferred Compensation
  • Key Employee Protection
  • Key Employee Retention (Non-Equity Based)
  • Life Settlements
  • Long Term Planning
  • Outsourced Bookkeeping
  • Premium Finance (Life Insurance)
  • Retirement Plans
  • Tax Credit Availability

Further information.

With our CPA team-based model, working closely with the CPA community, we can help you determine if there are proactive strategies available to you that might decrease your tax burden and/or your business expenses, now and in the future.

To discuss or explore further, please contact Hal Cromwell at hcromwell@watkinsinsurancegroup.com or 512-637-4192.

Disclaimer: The Watkins Virtual Family Office is comprised of both in-house (Watkins Insurance Group) and outside professionals. The Watkins Virtual Family Office and Watkins Insurance Group do not do accounting or legal work.

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 512-452-8877
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