The Family Firm

At The Family Firm, we structure our services for individuals and families whose current financial affairs are substantial enough to require comprehensive and continuous management. Our typical client has accumulated – or is rapidly accumulating - investible assets sufficient to comfortably realize the value of our $6,000/yr minimum fee. Such assets might include any of the following:

• brokerage accounts of stocks and bonds
• bank certificates of deposit
• IRAs
• employer pension funds
• children's investment accounts
• investment real estate

Investible assets do not include your personal residence or other purely personal assets.

Clients of The Family Firm come from every generation and every walk of life. Our clients are typically:

• Successful professionals;
• Entrepreneurs and business owners;
• Individuals with inherited wealth;
• Those in transition such as new retirees or career changers;
• Widows and others who find themselves suddenly alone.

We understand that not everyone has the financial circumstances or complexity to require our services. If this is true for you, we suggest that you contact the National Association of Personal Financial Advisors (NAPFA) for a list of fee-only financial planners in your area. (This page will launch in a new browser window. To return to the Family Firm web site, simply close that window.)

Key Issues for successful professionals:

• Achieving financial independence;
• Finding a trusted financial partner;
• Managing cash flow responsibly during peak earning years;
• Delegation of time-consuming, yet essential, details;
• A growth-oriented, coordinated investment plan;
• Low-cost protection from catastrophic risk.

Key Issues for entrepreneurs and business owners:

• Maintaining financial independence;
• Delegation of time-consuming yet essential details;
• Income and tax management;
• Low-cost protection from catastrophic risk;
• A coordinated investment plan;
• Succession planning.

Key Issues for those with inherited wealth:

• Assessing and maintaining financial independence;
• Finding a trusted financial partner;
• Managing cash flow responsibly;
• A prudent investment plan.

Key Issues for those in transition:

• Assessing and maintaining financial independence;
• Managing cash flow responsibly;
• A prudent investment plan.

Key Issues for those suddenly alone:

• Finding a trusted financial partner;
• Assessing and maintaining financial independence;
• A prudent investment plan;
• Managing cash flow responsibly.