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We understand Legacy

You have worked hard to get where you are, and now you’re looking to the future. We offer the investment knowledge, tax and estate expertise that will help you maintain what you’ve built and grow it for future generations.

How do you know Family Office is right for you?

  • You are concerned about Legacy. You have moved past financing a comfortable retirement and now it’s about Wealth Preservation, Estate Planning, and maybe even Philanthropy.
  • When you are with our Family Office, you’re investing alongside the principals of the firm. We invest your money the same way we invest our own.
  • We won’t invest a dollar until we understand exactly what money means to you: what it’s for, who it’s for, and what we’re trying to accomplish together.

Speak to your Investment Advisor about an Introduction to our Foster Family Office group.