top of page
Family Hiking


Multi-Service Partnership for Families.  

For clients desiring multiple services, including advanced personal and/or business planning, FIDERE will act to meet the ongoing, holistic financial needs of its clients and their entities. Multiple services may include any combination of the firm’s other services: personal financial planning, portfolio advisory, insurance advisory, and business advisory. Family Office Services are designed for families with $10,000,000 or more of balance sheet (net) assets.  

FIDERE customizes its Family Office Services to meet the unique needs of these clients.  To discuss the process, please schedule an initial meeting.  

Quarterly meetings are conducted, and planning services are renewable annually. 

bottom of page