Federal Street Advisors is adept at advising on individual and family assets and liabilities, including private investments and other assets that are not traded in the public markets.

We are distinguished by: 

• Taking a comprehensive approach which looks at all aspects of a client's financial situtation.
• Balancing the needs of multiple generations.
• Understanding and incorporating income and estate tax considerations.
• Collaborating with clients' accountants, attorneys, and other advisors in developing advice.
  
• Offering a wide range of Family Office Services
• Discretionary management services are provided through Old North Advisors, a division of Federal Street Advisors. To learn more about Old North please visit their website at http://www.oldnorthadvisors.com/.