Who We Help

Our clients are focused on their passions.

 

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Innovators

We serve entrepreneurs, executives, and professionals who are focused on being innovators in their respective fields. They delegate financial oversight and management to leverage their time to focus on their passions.

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Independents

We serve individuals and families who want actionable advice to assist them in meeting their goals and effectively maximizing their resources.

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Integrators

We serve individuals and families whose wealth extends to multiple generations, leading to heightened focus on family and community legacy. The planning and investment strategy must be integrated across multiples families and entities.


How We Help

We are your Family CFO.

 

 

We act as the Chief Financial Officer, supporting the family. We are a multi-family office, with CPAs and CERTIFIED FINANCIAL PLANNER™ practitioners who understand the language of business.


We recognize family dynamics. We collaborate with your other professional advisors to implement the plan.
 

We integrate wealth planning, investment consulting and family leadership for a comprehensive approach to achieving your goals.

 

How We Work

We collaborate across disciplines.

 

At Fi3, we collaborate with a variety of trusted professionals.

We believe that innovative financial planning and investment management should be integrated and centered on the achievement of goals.

We want to work with clients and other advisors who share our commitment to excellent client service.

We are committed to providing proactive counsel. We believe that forward-thinking counsel and coordination with the advisory team is crucial to the family’s multi-generational success.


Our Approach

We take a client-focused, transparent approach to handling family wealth.

 

We start by asking why.

We need to know your goals and challenges. You should understand we are fiduciaries, bound to our responsibility to act in your best interests.

We are your Family CFO.

We act as the Chief Financial Officer, supporting the family. We are a multi-family office, with CPAs and CERTIFIED FINANCIAL PLANNER™ practitioners who understand the language of business. We recognize family dynamics. We collaborate with your other professional advisors to implement the plan.

We bring ideas to make your situation better.

We perform the due diligence to bring you ideas and globally diversified investment solutions that we can execute and convert to results.

We are “fee-only” advisors.

We only receive fees for the consulting advice we give. We don’t sell a particular product. We don’t have any revenue sharing arrangements. We don’t receive kickbacks. We don’t have any hidden revenue sources. Period.