Family Office Design
From Wealth to Legacy
Architecting your family office to bring structure, clarity, and strategic alignment to your wealth.
Do I Need a Family Office?
You have worked hard to build and preserve wealth and now you would like to professionalize your wealth management to eliminate complexity and the burden of managing great wealth.
By designing a professionalized organization, you can shift the burden of managing great wealth to seamlessly coordinate every moving part of your life, so the fruits of your hard work can be better enjoyed, and you can more easily achieve the purpose of your wealth. The goals of the family and not the size of the assets determine the right structure.
The FCS Advantage:
Institutional Expertise
Having worked for many years as a Family Office Consultant at one of the largest banks in the world where his group served many of the world’s billionaires, Tom Freeman and his team will professionally design a family office tailored to your needs. We bring the strategies of the global elite to your family’s unique needs.
“The goals of the family – not the size of the assets – determine the need of a family office.”
– Tom Freeman, Managing Director
Your Wealth Planning Roadmap
We create personalized financial strategies, guiding every decision with clarity, precision, and your goals in mind.
Our Team
Our team will help the family define the goals and roles of the family office and annually assess how well the office achieves the goals of the family. With the expertise and resources of one of the largest financial institutions in the world available there is little we cannot help you do
Institutional Experience
Defining Your Needs
We Ask The Following Questions:
- What are your current and future individual and family financial goals?
- What financial and investment information do you need to see?
- What type of education would be most useful for you?
- Are you satisfied with the performance of your investments?
- Do you anticipate any substantial changes to your circumstances of needs in the next five years?
- What services do you value the most and least?
- Are there services not currently provided that might be impactful?
- What service will be important to your children?
- What are your philanthropic goals?
Explore Our Services
Connect With a Wealth Management Advisor
We are here to serve and to partner with you on your financial journey.
