Invenio Wealth Partners, LLC, an independent investment advisory firm based in Coral Gables, Florida, has introduced a new virtual family office approach aimed at helping newly divorced women manage the financial complexities that often follow the end of long marriages. Announced on 8 December, the initiative seeks to give clients a clearer path toward stability and long-term financial confidence.
The firm says many women emerging from divorce face a period of heightened vulnerability, with sudden responsibility for investment decisions, account restructuring, and tax planning. Invenio’s model brings these elements together under one coordinated structure, integrating the work of attorneys, accountants and insurance professionals to create a unified financial plan.
“Divorce ends the legal process, but it begins a major financial transition,” said Christina Hudson, partner and Chief Investment Officer at Invenio Wealth Partners. She noted that newly divorced women often become the sole decision-makers over assets that must now support their future. The firm’s system includes organising documents within a secure digital vault to ensure all advisers have consistent access to essential information.
Partner and head of financial planning Joseph “Joe” Fernandez, CFP®, said the virtual family office model is designed to simplify an often overwhelming period. “Having a virtual family office means they have a coordinated team, not a collection of disconnected advisors giving separate instructions… Our job is to simplify complexity, protect the client from avoidable errors, and build a plan rooted in clarity and confidence—not emotion.”
The firm encourages women to review their settlement agreements in clear terms, collect key financial documents, and establish a written plan that outlines expected spending, taxes, and investment strategy. Invenio Wealth Partners also offers confidential Divorce Transition Strategy Sessions to help clients assess their financial readiness and determine if a virtual family office is suitable for their needs.
The firm says that, with structured guidance, the period after divorce can become a moment of transformation, helping women move forward with greater security and confidence.
About Invenio Wealth Partners, LLC
Invenio Wealth Partners, LLC is an SEC registered, independent investment advisory firm founded in 2022 to address the needs of individuals and families. We align with our client’s best interests in all that we do and provide objective, independent advice and management of client resources using state of the art technology and industry leading research.
