Photo by Solovyova/iStock / Getty Images
Photo by Solovyova/iStock / Getty Images

Family Wealth

We are a boutique Family Office operation dedicated to servicing the financial and business needs of wealthy people.

  • Single-minded focus: we provide a holistic approach to financial planning and investing
  • An extensive database of relationships to maximize your opportunities
  • Family member education tailored to client needs
  • Complete confidentiality

Our goal is to provide you and your family with objective, trustworthy financial advice. In essence, we serve as our clients personal Chief Financial Officer. The unbiased advice of a Family Office will deliver innovative products and services, and is dedicated to helping you and your family constantly improve your financial position. The management team consists of seasoned professionals with over 75 years of combined experience in advising wealthy individuals in the areas of:

  • Tax Planning
  • Wealth preservation and development
  • Investment advisory
  • Trust and estate planning
  • Business consulting and strategic planning

Our commitment to clients is evident in our three core values of integrity, performance and service – which govern all of our decisions.

FMG approaches each decision on behalf of its clients with:

  • A clear understanding of each client’s goals
  • Full business knowledge with innovative application
  • Cohesive execution of strategy
  • Highest professional and ethical standards within an entrepreneurial environment
  • Development of long-term relationships with clients through consistent communication and superior service
  • Confidentiality