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.  

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

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