We align investments, risk, taxes, and family priorities into one cohesive strategy, simplifying complex wealthy lives with a holistic approach.
Making the Management of Great Wealth Easy
For over 37 years, our clients have entrusted the FCS team to take care of the details—large and small—of their financial lives.
Ultra-High-Net-Worth Families
Comprehensive support for families managing complex wealth, coordinating investments, governance, and legacy planning to help preserve and grow wealth across generations.
Entrepreneurial Families
Guidance for families whose wealth stems from businesses, helping navigate succession, liquidity events, and integrating personal and business financial priorities.
Philanthropic Families
Strategic support for families focused on charitable giving, foundations, and social impact, helping to ensure financial stewardship aligns with values and long-term legacy goals.
“Our goal is to provide seamless coordination of all services to minimize complexity and the burden of managing great wealth.”
– Tom Freeman, Managing Director
How We Operate
At the FCS Family Office, families come first. We work with you to determine and define the true purpose of your wealth, then assist you in achieving your goals.
Experienced Professionals at Managing Complexity
Managing wealth looks different for ultra-high-net-worth families. With almost four decades of experience in family office services, working with many of the world’s billionaires, we understand their unique challenges. We know how to simplify financial complexities so you can be more confident in your family’s future for generations to come.
Seamless Delivery, Peerless Execution
As firm believers in the power of teamwork, we bring together a Family Office Consultant, Family Office Wealth Advisor, Private Wealth Advisors, Senior Wealth Analyst and Senior Client Relationship Manage, to help coordinate all aspects of your financial life. Our process is comprehensive, with a single point of contact to help make wealth management easy for you.
Achieving the Purpose of Your Wealth
We work with a limited number of wealthy families, so we believe we are well positioned to deliver on our commitment to performance, responsiveness, and discretion on an individual basis. We strive to simplify your life, allowing you to better enjoy your success.
Advisory Approach
Our FCS Family Office services provide the intimacy of a boutique with the same access to resources as the largest and most sophisticated wealth management firms in the world. We draw on those resources to help you succeed in achieving the purpose of your wealth.
Transaction Support
From acquisitions and divestitures to restructuring and strategic investments, we provide analysis, due diligence, and execution support tailored to your goals.
Integrated Family Office Services
From planning and investments to risk and governance, we serve as a trusted central partner for your financial life.
Portfolio Advisory
Customized, institutional-level asset allocation and completion strategies, portfolio construction and implementation mandates to address targeted risk profiles and specific objectives of our clients.
Advanced Planning
Comprehensive planning and education on complex topics, including estate planning strategies, tax-efficient strategies, charitable giving, and business succession.
Family Advisory and Philanthropy
Advice and solutions for family wealth education, intentional communication and decision making, intergenerational wealth transitions, family governance, philanthropic legacies, and more.
Tax-Efficient Investment Strategies
With over 35 years in tax-efficient investing, we’ve built our process upon expansive and rigorous research, comprehensive security selection, and risk awareness.
Liability Management
Through our Wells Fargo affiliates, you have access to lending products, including: securities-based financing, residential mortgages, home equity financing, business financing, and credit cards.
Structured Solutions
Cross-asset investment strategies designed for growth and yield enhancement, and tailored over-the-counter derivatives solutions for risk management and liquidity of concentrated equity positions to implement tactical investment ideas.
Alternative Investments
Global platform of non-traditional strategies and structures curated via a rigorous, robust, and repeatable investment process across the liquidity spectrum.
Direct Investments
Priority access to a universe of global direct investment opportunities across a broad range of sectors, regions, asset classes, and structures, typically only available to institutional investors.
Family Office Advisory
We advise wealth creators, emerging and established Family Offices, and their executives on industry trends, best practices, education, costs, communication, inspiring rising leaders, reporting, staffing, transitions, lifestyle and concierge, in-house vs outsourcing, structure and governance.
Consolidated Reporting
Through an aggregated reporting service, you’ll have access to customized reports and models. View investment strategy and portfolio performance in a way that makes sense to you.
Referrals
A carefully curated selection of relationships offers personal solutions including art advisory, healthcare concierge, travel services, security, and privacy. Includes international and domestic travel, ticket/private event access, restaurant reservations, private aviation, and yacht/leasing/purchases.
*Wells Fargo Financial Network does not endorse these referrals and therefore gives no assurance as to the quality of their services.
Your Wealth Planning Roadmap
We create personalized financial strategies, guiding every decision with clarity, precision, and your goals in mind.
We uniquely design every plan for the client’s goals, values, and legacy, combining boutique attention with institutional-grade resources.
Our services support multi-generational wealth, fostering knowledge, governance, and decision-making across families to preserve legacy and harmony.
Decades of experience allow us to manage complexities seamlessly, ensuring strategies are implemented efficiently with precision and discretion.
The FCS Family Office Experience
Meet the Family Office Leadership
Experienced advisors dedicated to guiding families through complex financial lives with clarity, discretion, and purpose.
Insights from Our Family Office Team
Connect With a Wealth Management Advisor
We are here to serve and to partner with you on your financial journey.
