![]() Wealth Strategies Advisory Group Founder Vince Annable Coming Up on "Moving America Forward" with Tom HegnaLeading financial strategist shares how the Household Endowment Model and Virtual Family Office are helping affluent families pursue tax-efficient, coordinated wealth management.
With more than 40 years of experience in financial services, Annable discussed how the 2008 financial crisis inspired him to rethink traditional investment strategies and develop the Household Endowment Model—an approach designed to provide qualified investors with access to diversified alternative investments beyond the traditional stock-and-bond portfolio. "Many affluent families are looking for more than investment returns," Annable explained. "They're looking for strategies that can help reduce taxes, protect assets, and coordinate every aspect of their financial lives." That philosophy led to the creation of Wealth Strategies Advisory Group's Virtual Family Office (VFO), a comprehensive planning model that brings together financial advisors, CPAs, estate planning attorneys, insurance professionals, and other specialists to work collaboratively on behalf of clients. Unlike the private family offices traditionally reserved for billionaires, the VFO model gives successful families and business owners access to a coordinated team of experienced professionals without the expense of maintaining one in-house. During the interview, Annable emphasized that tax mitigation is often the primary concern for affluent clients. Through proactive planning and collaboration among trusted advisors, the Virtual Family Office helps clients address complex issues such as business succession, estate planning, asset protection, and long-term wealth preservation. Below is a short clip from the interview with Tom Hegna and Vince Annable scheduled to air as sponsored content on CNBC at 7:30 am EST on Sunday, July 12th to build financial awareness. https://www.youtube.com/ Tom Hegna praised the value of Annable's client-centered approach, noting that successful financial planning extends well beyond investment management and requires coordination among every member of a client's advisory team. Annable is also the author of two Amazon No. 1 bestselling books, The Household Endowment Model and Your High Performance Virtual Family Office, which outline his philosophy for helping families build, protect, and transfer wealth more efficiently. To learn more about Vince Annable and Wealth Strategies Advisory Group, visit www.vfoag.com. End
Page Updated Last on: Jul 07, 2026
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