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Ivan T. Thornton
Managing Partner |
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John Howell
Director
Accounting Services
Kimberly B. McLain
Director
Investment Banking
Bury Barbier
Director
Insurance Services
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Our address:
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370 Lexington Avenue, Suite 803
New York, NY 10017
(212) 983-9120 - Office
(212) 983-9123 - Fax
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Family Wealth
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We are a boutique Family Office operation dedicated to servicing the financial and business needs of wealthy people.
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| Business Services
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At FMG, we recognize that the services we provide
must deliver results if they are to make a difference in your organization.
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| Sports and Entertainment |
The partners of FMG have extensive backgrounds
working with athletes and entertainers. Serving as our
clients personal Chief Financial Officer (CFO), FMG maximizes
clients wealth potential by addressing financial needs
and cultivating new business opportunities, allowing them
to focus on their specific careers. Our services include:
Individual Financial Support
• Budgeting and Cash flow planning
• Bill Paying
• Tax Compliance/Preparation
Investment Advisory Service
• Risk Management
• Asset allocation and policy oversight
• Retirement planning
• Asset management
Estate and Wealth Planning
• Comprehensive Estate and Wealth planning
• Transfer tax liability and maximization
• Strategic Charitable Gifting
Business Consulting
• Creating a business structure that will maximize tax benefits (LLC, S-Corp., etc) while minimizing liability exposure
• Performing thorough analysis and reviews of financial viability of proposed business ventures
• Improving competitiveness at the business unit or functional level
 Client Login
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