Wealth Preservation and Growth:
Foster Family OfficeYou’ve worked hard to get where you are, now you’re looking to the future.
At Foster Family Office, we understand the significance of your journey, so we offer more than just financial solutions.
We provide a trusted partnership dedicated to preserving your achievements and cultivating a legacy that stands the test of time.
This is about your prosperity and your legacy.
This is your Family Office.
Your Prosperity
Market uncertainties should never jeopardize your prosperity. Our Family Office Group is committed to genuine diversification, shielding you from market swings that could endanger your wealth and peace of mind.
Our portfolios offer a broad perspective, incorporating international investments and diversification into private equity, private debt, and other alternative investments—the foundational elements employed by large institutional investors and endowments for enduring wealth preservation and growth.
Your Legacy
After being assured of a comfortable retirement, your thoughts may turn to legacy. Tax planning, fee efficiency, estate planning, and philanthropy become paramount. We’ve got you, and them, covered.
Your Family Office
Thorough Financial Plan
The cornerstone of your financial architecture. Your plan gets updated yearly to reflect all the changes that life brings.
Investment Policy Statement
This is the roadmap for your Portfolio Management team. Dealing with your unique circumstances through thick and thin.
Quarterly Investment Reviews
We discuss recent life changes, asset allocation, performance against benchmarks, and recent portfolio moves.
Comprehensive Year End Tax Package
Tax time can be so stressful. We lift the burden.
Estate Planning Review
Ensure a tidy estate for those who value a legacy. We will take care of it for you.
Strategic Philanthropic Consultation
Leaving money is easy; doing it smart and with impact takes planning. We guide you through.
Concierge Services
True Wealth = Time. Focus on what you value most and delegate the rest.