As an independent fee-only wealth management firm, Family Asset Management is unencumbered by the conflicts of interest that prevail in large financial firms. We offer clients the flexibility to select any 3rd party custodian desired for their financial securities and provide optimal investment products targeted to individual clients. All accounts are managed by senior professionals who are sensitive to the private nature of client’s financial affairs.

Investment Management

Family Asset Management constructs and manages portfolios of equities, fixed income and alternative investments for clients and their related entities. We employ a wide variety of investment instruments to ensure proper portfolio diversification, and individual portfolios are monitored on a daily basis to limit losses and allow for the most favorable returns. We will also advise clients on private investments within alternative asset classes.

Integrated Planning

At Family Asset Management we assist with setting financial objectives and creating and executing comprehensive financial plans that best protect and maximize clients’ resources for the future. We coordinate supportive alliances with accounting, insurance, and legal professionals to efficiently manage clients’ ongoing affairs and create effective trusts and estate plans.

Financial Administration

Family Asset Management offers financial administration services for clients, which includes bill paying, tax documentation, financial reporting, and trustee support.

Family Continuity and Philanthropy

Our firm values the importance of counseling and educating our clients and their families. Through our coordinated efforts, we help facilitate an understanding and implementation of their goals and philanthropic aspirations.