Federal Street Advisors currently works with 50 high net worth individual clients with the combined assets over $2.5 billion. We are 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