FDC offers an extensive, personalized, and private array of services that expand to meet the evolving needs of your complex financial life.
You will experience a breadth of expertise seamlessly integrated with a level of customized service that is exceptional. At the core, we offer a broad range of services for all of your planning, investment management, and philanthropic goals.
Working in cooperation with your other trusted advisors we integrate all aspects of your financial life to ensure that you stay on target to achieve your goals and objectives. We help you achieve financial peace of mind so you can focus your time and energy on what is most important to you.
Family Office Services
- Customized, consolidated reporting
- Cash flow management
- Private venture assessment
- Private markets management: calls, distributions and reporting
- Private aviation
- Bill paying
- Lending assistance (including mortgages, lines of credit)
- Household management
- Real estate / property management
- Onsite private family office bookkeeping assistance, oversight
- Special projects
- Multi-generational gifting strategies
- Trusts and estates administration
- Liquidity and cash flow planning
- Tax planning
- Financial planning
- Retirement planning
- Education / 529 plans
- Medicare and social security
- Business succession
- Collectibles: art, jewelry, automobiles
- Coordination with Accountants, Attorneys, Trustees
- Personalized investment plans
- Asset allocation
- Custom portfolio construction
- Private equity
- Alternative investments
- Tax-sensitive asset management
- Fixed income ladders
- Socially responsible investing
- Investment manager selection
- Family philanthropic strategy and goals development
- Charity identification and evaluation
- RFP process management
- Site visits and evaluation
- Meeting facilitation and record keeping
- Comprehensive administration of foundations and charitable trusts
- Coordination with accountants for all filings
Not just an advisor.
your advocate and trusted counselor.
We help clients navigate the practical side of a complicated life; side-by- side, in all aspects along the way.