Wealth Innovation Group operates as a family office, providing comprehensive planning services for business owners, including wealth management, tax planning, estate planning, and risk management[3]. Their services are designed to offer holistic financial advice, combining advisory services with a Virtual Family Office experience[3]. The target audience includes successful entrepreneurs and business owners seeking integrated financial solutions. The unique selling proposition is their proactive and holistic approach, offering a one-stop shop for financial needs[3]. They emphasize forward-thinking advice supported by a team of experts in various financial disciplines[3].