Virtual Family Office
Utilizing a Virtual Family Office
We combined the following five disciplines to provide the most proactive and holistic planning available to ensure our clients are maximizing their potential:
Tax Planning
Risk Mitigation
Wealth Management
Legal Services
Business Advisory
Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.

Business Financing

Outsourced Staffing Services

Business Growth Consultant

Social Security Specialist

Software Services (Tax Review System)

Cost remediation specialist for businesses and business owner’s personal expenses.

Captive Insurance Alternatives

Outsourced Payroll and HR

Estate Planning Specialist (Estates $0 to $5m)

Merchant Processing

Employee Retention Credits and R&D Tax Credits

Customized Business Owner Benefit Plans and Employee Retention Plans

Wealth Management, Estate Planning, and Insurance

Business Strategy Consultant

Advanced Tax and Estate Planning

Advanced Tax and Estate Planning

Advanced Qualified Plans

Advanced Tax and Estate Planning ($50 Mil. minimum estate value)

Tax Resolution Specialist

Business Exit Planning

Advanced Pension Plans/ Life Settlements and Investments

R&D Tax Credits

Business Valuation (Certified Valuation Study)

Outsourced CFO Specialist ($3 mil. minimum business revenue)

Outsourced CFO Specialist

Digital Employees and Robotics

Estate Planning ($0 to $5m)

Life Insurance Specialist

M&A – Practice Acquisitions & Disposals

Captive Insurance Companies

Technology and Cyber Security Specialist

Employee Benefits Specialist

Business Sale and Succession Planning

Annuity Specialist

Premium Financing (Min $2.5 Million Net Worth)

Leadership and Cultural Change Expert

Cost Remediation - Property Tax Reduction and Economic Incentives

ESOP Expert

Premium Financing

Tax Incentives for Export Businesses

Employee Retention Credits and R&D Tax Credits

Disability Insurance Specialist - Provider of DI Planning Software

1031 Exchanges and Delaware Statutory Trusts/ Opportunity Zone Funds
Get Social With Us
If you’re frustrated by disjointed efforts to manage your wealth and legacy…
Sterling First Financial’s team-based approach will seamlessly coordinate your wealth management so you can parlay your current success into more opportunities for growth.