We assemble a team for each of our clients. These people are always available whenever there is a question or a concern.
Your team will include
- A Financial Advisor
- An Associate Advisor
- Our Director of Investments
The financial advisor will lead our strategic efforts for you, but any member of the team can answer questions or make recommendations based upon your individual circumstances.
Your Financial Advisor will be your primary contact person and will participate in each meeting. Nathan Gendelman, The Family Firm Director of Investments, will also participate in relevant meetings. Your Financial Advisor and the Director of Investments work closely together throughout the year to develop and implement our advisory activities on your behalf. Your team also includes a second Family Firm Financial Advisor who will support in the delivery of our services to you. These three professionals make up your Family Firm Advisory team.
We deliberately keep our advisor-to-client ratio low to ensure that we provide each client with complete service and attention. The recommendations we make are based on our knowledge of each client’s personality, values, needs, and family goals. As clients of The Family Firm, we encourage you to contact us at any time with ideas, questions, or concerns.
In addition, The Family Firm’s dedicated back office supporting your team is committed to accuracy, efficiency, and the highest levels of service.
For more about your financial team and how they will work with you, check "Your First year with The Family Firm".
