Families - FLI Investors
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Helping clients nationwide for over 40 years
Client Portal
Helping clients nationwide for over 40 years
Client Portal
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Managing multi-generational
family wealth requires a comprehensive
multi-faceted
approach.

Let’s Discuss
Hero

Managing multi-generational
family wealth requires a comprehensive
multi-faceted
approach.

Let’s Discuss

Families

Our team specializes in multi-generational family wealth planning, fostering open communication and education to make sure each generation understands the responsibilities of wealth.

Multi-Generational Families

Build a lasting family legacy. Our team specializes in supporting multi-generational families, understanding that their story shapes their wealth management needs. Many of our clients have family foundations, where members of the family come together to make decisions to philanthropically support causes that are important to their family. Our team develops customized solutions for family governance, wealth management, and philanthropy, ensuring their values and wealth benefit generations to come.

Foundations, Endowments, & Charitable Trusts

Over the years, we have developed special expertise in working with fiduciaries and managers to establish realistic, verifiable goals for many of these entities. We also provide management and oversight to ensure that the goals are met.