Family Offices
FAMILY OFFICE SOLUTIONS
“The secret of success lies not in doing your own work but recognizing the right man to do it.” - Andrew Carnegie, 19th century industrialist & philanthropist
“Experience is the best teacher, but the tuition is expensive.” – Norwegian Proverb
FSA Investment Group (FSA) provides customized solutions to ensure a multi-generational legacy for our client’s families. This solution can be comprehensive or specifically focused on an area of need. FSA allows the family to focus its time on what is important. The team at FSA has the experience needed to provide support in many areas that a family may require. These services may include:
- Comprehensive financial & family goal assessment
- Cash flow planning
- Investment Policy Development
- Investment management
- Oversight, coordination and reporting of outside advisors
- Evaluation of private investment
- Assistance in the wealth transfer process
- Concierge services
- Family financial education
- Family philanthropy
FSA’s history working with Native American Tribes has provided a structure that allows us to be successful in managing family offices. Both Native American Tribes and Family Offices are similar because of the multi-generational time horizons and influence as well as the complex needs that extend beyond investment management. In many cases, the wealth of tribes and family offices have grown to the point that preservation of wealth and capital is more important than reaching for higher returns.
