Financial Planning
VFO Services
Planning Process
Team
Events
Contact
Pelican Family Office

Upcoming Events

Maximizing Advanced Tax Planning
Wednesday, August 16th -
Beta Theta Pi Scholarship Fund Golf Tournament
Friday, October 20th -

Past Events

Charitable Gift Financing
Thursday, February 2nd -
Successful Business Owner Paying Too Much In Taxes
Happy Martin Luther King Jr. Day!
Happy New Year II
Merry Christmas
1 Year to a Better Business
Happy Thanksgiving
We're Thinking of You: Will You Give Us A Review?
Happy Veterans Day
First Annual Beta Theta Pi Scholarship Golf Tournament
Friday, October 21, 2022 -
Happy Columbus Day!
Happy Labor Day
The Appeal of the Virtual Family Office
The Virtual Family Office Client Experience
Happy Independence Day
Happy President's Day!
Happy New Year
Merry Christmas
Happy Small Business Saturday-Buy Local
Happy Thanksgiving
Happy Veterans Day
30 Days of Gratitude
Happy Halloween!
Maximizing Advanced Tax Planning
Wednesday, September 15, 2021 -
Advantages of Opportunity Zones and 1031s
6 Key Aspects of Business Advice
What Encompasses Financial Services
Happy Independence Day