Multi-family Office Services

Some of our services include the following:

             "We do the grunt work! Here's How" 

WE START WITH:

• Family Financial Analysis and Engineering - To determine what we need to recommend to reinforce your financial foundation.

THEN WE REVIEW:

• Retirement Planning - Addressing how not to outlive your money, organizing your estate, comprehensive tax planning includes corporate and individual returns, asset protection, and health concerns. Click Here

• Professional Portfolio Management - Consisting of properly diversified, tactical asset allocated non-conflicting investments. See Wealth Management. *Special private banking services available for high net worth clients.

• Business Succession Planning - Assisting in safe guarding the equity that you have created in your business, then determining the owner's best exit strategy. We offer business evaluations.
  
• Trusts and Custodial Services, Family Office, Security & Confidentiality - All  with no minimum asset requirements geared for the middle income to high net worth investor. See Estate & Probate on our home page, upper right control bar. 

• Qualified Retirement Plans - No minimums, Daily Valuations, open architecture, compliance with the 2006 Pension Protection Act, maximizing your contributions that are IRS compliant - equals easily customized plans with lots of great choices. We can also include FFA's Value-based Tactical Asset Allocation portfolios that have  different risk adjusted choices . TPA services are available.

• Business performance assessments - Administered by FFA associated Industrial Organizational PhD's. If you are a business owner, ask yourself what do you have in place to safeguard the equity that you have created in your business? 

              Please click here for a flow chart of our services