COMPREHENSIVE FAMILY OFFICE SERVICES
Federal Street Advisors provides expanded financial planning and administrative services to individuals and families. In addition to serving clients as their investment consultant, we also act as a financial architect, drawing on expert resources to handle the full range of a family’s administrative and financial planning needs. We are adept at supporting our family office clients in meeting their long-term financial goals by addressing income tax, estate tax, cash flow, philanthropic, administrative, record keeping and family governance issues. We work as part of the team with each client’s estate attorney, tax accountant, and other professional advisors to help bring the consensus best advice for each situation.
We are distinguished by:
- Taking a comprehensive approach which looks at all aspects of a client’s family situation, including with the younger generation.
- Offering in-depth financial planning.
- Providing each client with a dedicated team appropriate to their unique needs.
- Handling everything from financial planning to banking services to philanthropic planning and multi-generational services.
- Delivering a higher degree of administrative support.
" MANAGING A FAMILY'S WEALTH GOES WELL BEYOND INVESTMENTS TO INCLUDE MULTI-GENERATIONAL PLANNING, PHILANTHROPY, BUDGETING AND ANALYSIS AND TRANSITION PLANNING. "