DISCOVER OUR HIGH NET WORTH SERVICES
We cater to the unique needs of individuals with substantial wealth. Our specialized advisory services are designed to provide guidance to CEO Founders, Entrepreneurs, Business Owners, Partners, and Multi-Generational Families, helping them achieve their financial goals.
Contact us today to schedule a consultation and discover how our expertise can make a significant difference in your financial journey.
As a valued resource, we are dedicated to understanding your specific objectives and crafting tailored strategies that align with your vision. With a team of experienced professionals who possess a deep understanding of managing significant wealth, we are here to assist you with comprehensive financial planning, investment management, estate planning*, and family wealth transfer solutions. We pride ourselves on delivering personalized solutions that meet your individual requirements, providing you with access to a wealth of resources and expertise. By staying at the forefront of industry trends and market insights, we ensure that you receive the most relevant and up-to-date advice.
Take the first step towards a successful financial future by exploring our High Net Worth services.
Philanthropy
Clients of all income backgrounds value charitable giving. We collaborate with you to craft a philanthropic strategy tailored to your objectives and passions.
Selling a Business
We help manage the complexities of owning, operating and selling a business, offering corporate structure planning, financial statement review, retirement plan advice and exit strategies. They provide guidance on investment of retirement plans and proceeds from sale of the business to secure income and wealth goals.
Concentrated Stock Positions
We optimize concentrated equity positions, endeavoring to help protect against declines, enhance returns, diversify, and minimize tax impact. We propose strategies like investing in opportunity zone funds or harvesting capital losses to reduce taxes. We evaluate the benefits and risks of holding concentrated stock positions, ensuring a balance between client values and financial planning.
Family Foundations
Family foundations are a popular way for families to have a lasting, positive impact on the world. The causes your family supports reflect the values of each generation, and involving multiple generations in the conversation ensures these values and stories are passed on.
Divesting of Real Estate Holdings
FFS advisors and cooperating tax professionals can evaluate the cost, benefits, tax liabilities, and proceeds of buying/selling personal/vacation/business property or refinancing a mortgage. They can also advise on investing proceeds to meet clients' goals.
Legacy Buildings
Your legacy is more than financial wealth. Before you pass on, let us help you create a legacy plan that ensures your memory lives on. We provide guidance and support to ensure your family is prepared to receive your wealth and understand what it means to them and the family.
Multi-Generational Planning
We proudly serve multi-generational families, from first to fourth generations. We understand the complexities of wealth transfer and the importance of communication, no matter the age. We collaborate with your estate planning attorney and provide the guidance you need when involving children and parents in your financial planning.
Your Vision, Our Expertise
Tailored Strategies for Your Financial Success
*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.