Family Office Services
A dedicated staff of FinancialTeam experts to run your family’s finances with the skill and discipline of an executive management team.
Comprehensive Financial Planning
A digitally-alive plan that brings order to your entire financial life, integrates every account and entity, and keeps your family aligned on one clear path.
- Personal financial website with 24/7 visibility into all of your accounts and assets, wherever they may be located.
- Goals-based master plan with continuous updates to track progress of your short, mid, and long term objectives.
- Retirement cash-flows optimized for tax efficiency while weeding-out unnecessary risks and expenses.
- Routine collaboration with your other FinancialTeam professionals keeps everybody on the same page.
Trust & Estate Planning
Control, access and simplified management of even the most sophisticated estate plans with expert tax & probate mitigation and seamless continuity into your future generations.
- Review and organization of wills, trusts, asset titling, healthcare provisions and and beneficiary designations.
- Strategies to address estate taxes, liquidity needs, and asset protection for yourself and your heirs.
- Guidance on family governance, fiduciary compliance, legacy letters, and multi generational family meetings.
- Collaboration with your estate attorney and trustees to keep documents aligned with your financial plan.
Investment Management
Disciplined portfolio management that links your investments to your risk profile, cash flow needs, and family timeline.
- Custom asset allocation and asset location strategies integrating taxable, retirement, and trust accounts.
- Independently sourced and globally diversified portfolios that emphasize cost control and tax awareness.
- Ongoing monitoring, rebalancing, tax-loss harvesting and risk management tied to your family’s objectives.
- Integration of investment decisions with retirement income, liquidity events, and wealth transfer planning.
Strategic Tax Planning
Proactively integrated decision-making throughout the year across income, investments, business and estate planning to capture your available tax exemptions, deductions, and credits.
- Multi-year tax projections that connect your investments, income, and estate plan.
- Coordination with your CPA on tax reduction strategies, estimated payments, and entity choices.
- Tax-efficient withdrawal, stock-option, and distribution strategies for families and business owners.
- Charitable giving and wealth transfer techniques designed to support heirs and favored causes while managing taxes.
Your Family Office FinancialTeam
Nobody is a master of all trades. An effective Family Office is a synergistic FinancialTeam of specialists who coordinate all of your family’s economic affairs - planning for financial events, managing investments, minimizing taxes, designing and implementing legacy estate plans and collaborating as necessary with other financial, tax and legal professionals.
Brian Sirota quarterbacks your FinancialTeam with an updated analysis of your financial assets and the master wealth plan for systematically achieving your short-term, mid-term and long-term objectives.
Christopher Cannon implements a custom tailored investment policy, independently sourcing investments and tax efficiently allocating them among your retirement and after-tax accounts to ensure each aligns with the risk and return objectives of your wealth plan.
Mike Koenig is the architect and manager of your family's overall estate structure; trusts, LLCs, Family Limited Partnerships, Dynasty Trusts, S-corps, etc. He oversees the titling of assets, cross-entity transactions, and regulatory compliance for optimal, multigenerational protection from creditors, probate and estate taxes.
Elayne Pisarik applies a rigorous lens to analyze and monitor your taxable events as they occur throughout the year. With analytic tools that project your year-end tax liability, she can anticipate, and attempt to minimize year-end tax liabilities and maximize after-tax outcomes.
As CEO of your Family Office, the entire FinancialTeam is at your disposal to help consolidate and coordinate your entire economic footprint with straightforward consolidated reporting, harmonious family involvement, strong fiscal governance, and a clear, durable plan for generational wealth.
FirsTrust is an independent firm and is not affiliated with Adidas AG or its subsidiaries.
Designing a Multigenerational Family Office
In 2014, the Dassler family chose FirsTrust to build a private Family Office with global investment access and independent oversight. The Adidas legacy wealth for three generations was later managed through the Adi Dassler Family Office, engineered by the “good thinkers” at FirsTrust.
Want more details?
Call, email, or meet with a member of our FinancialTeam.