Your Virtual Family Office
One firm to coordinate your investment strategy, tax planning, protection planning, and estate planning so everything works together seamlessly.
Everything works better when it is coordinated.
Most families have an accountant, a financial advisor maybe an insurance agent and an attorney. All of whom don't know each other. We bring the moving parts together into one plan to keep it cohesive and implemented.
WHAT WE DO
One plan. One relationship.
Investment Strategy and Implementation
Goal based portfolio strategy aligned with your timeline, risk tolerance, and tax plan.
Tax Planning and Mitigation
Year round strategy, proactive planning, and accurate filing to keep more of what you earn.
Protection Planning
Risk management built around income, family responsibilities, and long-term goals.
Estate and Legacy Planning
Structure, documentation, and asset alignment so your plan actually works when it matters.
Business and Succession Planning
For owners, operators, and high earners with complex income and entity structures.
Family Governance and Education
Clarity, communication, and decision making support so your family stays aligned.
HOW IT WORKS
The Family CFO process
Step 1: Assess
We gather your full financial picture and identify gaps, risks, and missed opportunities.
Step 2: Architect
We build your Family CFO Roadmap with priorities, timelines, and decision points.
Step 3: Implement
We execute the plan across investments, taxes, protection, and estate planning.
Step 4: Optimize
We monitor, adjust, and plan ahead around life changes, markets, and tax law shifts.
Step 5: Steward
You have an ongoing relationship, not a one time transaction.
ABOUT US
Meet The Founders
Edita Evoyan & Araik Petrosyan
As a husband and wife leadership team, Edita Evoyan and Araik Petrosyan built The Herōs Group to bring the family office experience to successful households who never had access to it.
Most families are working with multiple professionals, yet still feel fragmented, reactive, and unsure who is truly steering the plan. We created a higher standard: one coordinated strategy that aligns investments, tax planning, protection planning, and legacy planning under a single relationship.
Today, The Herōs Group serves high earning families who value clarity, privacy, and follow through. We act as a Family CFO, helping clients make better decisions and implement them with confidence, year after year.
We also mentor a small number of driven professionals who want to build a serious career in financial services with training, systems, and leadership support. For those individuals, we focus on skill development, professionalism, and long-term growth.
Frequently Asked Questions
What is a Virtual Family Office?
A Virtual Family Office is a private client service that brings your financial life under one coordinated strategy. We align investment decisions, tax planning, protection planning, and legacy planning so everything works together.
Who is this best for?
We believe that all families deserve access to a virtual family office service, however this may be best fit for households earning $250K+ annually who want a premium, proactive relationship and one firm to own the big picture.
Do you have a minimum net worth requirement?
No. Fit is based on complexity, goals, and the value you place on coordination and ongoing stewardship.
What does the first call look like?
A short private intro call to understand your situation, goals, and priorities. If we are a fit, we outline the next step and what we would review.
What happens after the intro call?
If you move forward, we begin with a full assessment and build your Family CFO Roadmap. Then we implement and monitor the plan with ongoing reviews.
Do you offer one time plans or only ongoing service?
Most clients prefer an ongoing relationship so the plan stays current and implemented. Focused engagements are available for specific needs.
Do you provide tax planning and tax filing?
Yes. Tax services are available and handled as part of a coordinated strategy.
Do you provide legal services or legal advice?
No. We are not a law firm and do not provide legal advice. Clients should consult a qualified attorney for legal matters.
Do you provide investment advice?
Services vary by client situation and state. Investing involves risk, and nothing on this website is a recommendation to buy or sell securities. Specific investment services, when provided, are delivered through appropriately licensed professionals.
Do you offer insurance products?
Insurance solutions, when appropriate, are provided through licensed insurance professionals. Availability varies by state and client situation.
What states do you serve?
We work with clients virtually. Services and availability vary by state and by the type of work requested.
How do you protect privacy?
We treat your information as private and confidential. We only request what is necessary to deliver the service, and we keep communication clear and secure.
What does it cost?
Fees depend on complexity and the level of ongoing support. After the intro call, we outline the scope and the engagement structure before any work begins.
How do I start?
Request a Private Intro Call. If we are a fit, we will confirm the next step and send a short checklist to prepare.
Phone: (818) 572-3769
Office:
4605 Lankershim Blvd. #510
North Hollywood, CA 91602
Email: [email protected]