Fiduciary Wealth Partners
Fiduciary Wealth Partners offers wealth and investment management services specializing in holistic investment counseling, family office governance, and integrated wealth planning. A hundred percent employee-owned firm, FWP serves clients in a transparent, fiduciary manner focused on assisting trustees, institutions and families with investment consulting, management and overall asset planning strategies. FWP doesn't have any fee sharing arrangements with managers and does not have any broker-dealer conflicts.
FIDUCIARY WEALTH PARTNERS SERVICES
Investment Advisory Services
Educational Based Investment Advisory
Analysis of Current Financial and Investment Plan
Goals, Needs and Objectives Review
Asset Allocation and Liquidity Analysis
Formulation of Investment Policy Statement
Portfolio Construction and Management
Consolidated Investment Reporting
Wealth Counseling
Family Counseling with Fiduciary Responsibility
Investment Policy Formulation, Counseling and Education
Family Board Governance
Evaluation of Consolidating Investment Holdings
Trust and Philanthropy Counseling
Liquidity and Risk Management
Performance Benchmarking
On-Going Monitoring and Wealth Plan Management
Family Governance
Family Governance Structure
Advisory Team and Decision Support
Evaluation and Monitoring of Liquidity and Risk
Investment Policy Formulation
Trust and Philanthropic Counsel
Family Office Support