EXCELLENCE SINCE 1961

We provide objective advice, tailored financial planning and holistic solutions to meet the needs of our clients based on their particular stage of life – with a core focus on family wealth planning, tax-efficient investment management, liquidity event planning, generational wealth transfer, and other milestones.

You can expect objective advice, holistic solutions, and exceptional service delivered by an experienced team committed to the best interests of you and your family. Responsiveness is our highest priority as we strive to cater to all your financial needs and requests, with open and frequent communication.

We work with a select group of multi-generational families, business owners, entrepreneurs, and corporate executives, with deep experience guiding clients in moments of transition, including liquidity events, succession, and estate planning. Our relationships are built on trust and integrity, and we stand behind our word, our recommendations, and every action we take on your behalf.

Yes—we are fiduciaries when we provide advisory services. At all times, we place your best interest above all other priorities.

Our independence allows us to be truly objective with the advice we provide and recommendations we offer. We are not subject to the corporate agenda of a public company that places shareholders’ interests ahead of clients’ interests.

The safety and security of your assets is of great importance to us. We use BNY Pershing, the largest custodian in the world, to custody our clients’ assets. BNY custodies over $52 Trillion and is the longest standing operating bank in the U.S., surpassing 250 years. They also provide private banking services, including best-in-class depository and lending solutions that support Famiglia’s client service approach.