Virtus Family Office LLC

Overview

Virtus Family Office, LLC describes itself as a multifamily office providing personalized family-wealth solutions.² Its principal office is in El Paso, Texas, and it reports no additional offices.¹

History

The firm states that it was established in 2016 after acquiring a multifamily-office business from BTG Pactual México.⁵ It opened its El Paso office in 2018 and became an SEC-registered investment adviser.⁵ The firm also states that it manages the VFO Alternative Investment Fund in the Cayman Islands, focused on international private investments.⁵

Timeline

1. 2016The firm states that it was established in 2016 after acquiring a multifamily-office business from BTG Pactual México.
2. 2018It opened its El Paso office in 2018 and became an SEC-registered investment adviser.

Services

Virtus Family Office, LLC lists financial planning and portfolio management for individuals, small businesses, pooled investment vehicles and institutional clients.¹ It also lists selecting other advisers as an advisory service and reports percentage-of-assets, fixed-fee and other fee arrangements.¹

The firm describes services including global public- and private-asset management, investment-strategy design, risk management, estate planning, family-level consolidation and reporting, and family-office services.⁴ Its family-office services include financial education, family governance and philanthropy.⁴

What the firm offers

• Investment management
• Financial planning
• Estate planning
• Philanthropy
• Family governance and education
• Risk and insurance

Client focus

Virtus Family Office, LLC says it serves high-net-worth and ultra-high-net-worth families seeking comprehensive wealth management.³ Its latest regulatory report lists 74 high-net-worth individual clients, 70 non-high-net-worth individual clients, two pooled investment vehicles and nine other clients.¹

Investment philosophy and approach

The firm says its approach emphasizes trust, transparency, long-term objectives, confidentiality, ethics and professionalism.³ It states that its mission is comprehensive wealth management aimed at optimizing returns, diversifying risks and pursuing efficient solutions.⁵ Its vision is to be a financial-sector benchmark for ethical, effective wealth advice supporting clients’ long-term prosperity and security.⁵

Assets and minimums

As of August 20, 2026, Virtus Family Office, LLC reported regulatory assets under management of $726,943,327.¹

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Texas

  This Texas directory helps families compare family office options across the state, including firms serving clients near El Paso and other major markets. It can provide regional context when considering investment management, financial planning, estate planning, philanthropy, governance, education, and insurance services.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related estate matters. A family considering Virtus Family Office, LLC can use these materials to prepare questions about estate planning, intergenerational transfers, family governance, and coordination with legal and tax advisers.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how multifamily offices, single family offices, and virtual family offices differ in structure, staffing, privacy, and service delivery. It helps a wealthy family or business owner assess which model fits needs such as investment management, planning, education, philanthropy, and risk oversight.

• DataMFO fee types from Form ADV

  The Form ADV fee guide explains common ways multifamily offices may charge for investment management, planning, consulting, or other services. Reviewing these categories can help a prospective client ask clear questions about how fees relate to the services listed by Virtus Family Office, LLC.

• Similar firmsAcropolis Capital Partners
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  Profiles of Acropolis Capital Partners, Legacy Knight MFO, LLC, and Autumn Lane Advisors, LLC offer additional points of comparison on this site. Readers can review their stated locations, client focus, and service areas when building a shortlist of firms for family wealth and business planning needs.

Sources

1. SEC Investment Adviser Public Disclosure record , accessed/as of August 20, 2026.
2. Virtus Family Office , accessed October 23, 2026.
3. Virtus Clients , accessed October 23, 2026.
4. Virtus Services , accessed October 23, 2026.
5. Virtus About Us , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.