Family Office & Wealth Planning Services

FD’s team of advisors provide tailored family office services and wealth planning solutions to help you manage, preserve and grow your assets, ensuring financial security and protecting your long-term wealth goals for generations to come.

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Our Approach

Your Legacy, Secured & Sustained

Managing wealth isn’t simply about accumulating assets; it’s about creating harmony within your family, protecting what matters most and building a sustainable financial future for you and your family. We take a holistic approach that blends financial security, family governance, legacy planning and risk management into one cohesive strategy. Our goal is to ensure your wealth is preserved and optimized while fostering unity and continuity across generations. By addressing both tangible and intangible factors, we help you achieve lasting success and peace of mind.

Services We Provide

High-Net-Worth: Manage & Grow Your Wealth

We guide affluent individuals and families, entrepreneurs, athletes, entertainers, public company executives and more to address their unique financial needs.

By leveraging in-depth knowledge of tax laws and investment opportunities, FD’s specialists help clients minimize tax liabilities and optimize their portfolios. With a focus on personalized solutions and proactive advice, we guide high-net-worth clients in achieving their financial goals while navigating intricate tax regulations.

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Estate & Succession Planning

Anyone who owns property, investments, a retirement plan, or personal belongings needs an estate plan. Without an estate plan, your property could be distributed without regard to your family’s needs or your desires.

Our tax professionals help you provide for family members, minimize estate and gift taxes, address succession planning issues or maximize the income and estate tax advantages of charitable giving. We design comprehensive, personalized plans that will support your family’s future generations.

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