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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.
When wealth grows across accounts, entities, advisors, and generations, the real challenge is no longer access to advice. It is making sure every decision still fits together. Without clear coordination, even expertly crafted strategies can drift apart, opportunities can be missed, and important details can go unaddressed. Independent, fee-only, and legally bound as your fiduciary, your FinancialTeam works together across planning, investments, tax, and estate strategy to provide clarity, continuity, and confidence across your family’s financial life.
The Questions That Keep Successful Families Up at Night
These are the questions a Family Office was built to answer.
Is our investment strategy truly tax-efficient, or are we leaving money on the table every April?
If something happened to me tomorrow, would my family know exactly where everything is and what to do?
Are our trusts and estate documents actually doing what we think they are?
How do we prepare the next generation to handle wealth responsibly without creating entitlement?
Is our philanthropic giving maximizing both impact and tax benefit?
Are all of our professionals actually talking to each other, or are we falling through the cracks?
Do we have a real plan, or just a collection of accounts and good intentions?
Is our investment strategy truly tax-efficient, or are we leaving money on the table every April?
If something happened to me tomorrow, would my family know exactly where everything is and what to do?
Are our trusts and estate documents actually doing what we think they are?
How do we prepare the next generation to handle wealth responsibly without creating entitlement?
Is our philanthropic giving maximizing both impact and tax benefit?
Are all of our professionals actually talking to each other, or are we falling through the cracks?
Do we have a real plan, or just a collection of accounts and good intentions?
Is our investment strategy truly tax-efficient, or are we leaving money on the table every April?
If something happened to me tomorrow, would my family know exactly where everything is and what to do?
Are our trusts and estate documents actually doing what we think they are?
How do we prepare the next generation to handle wealth responsibly without creating entitlement?
Is our philanthropic giving maximizing both impact and tax benefit?
Are all of our professionals actually talking to each other, or are we falling through the cracks?
Do we have a real plan, or just a collection of accounts and good intentions?
Financial Planning
One clear path through every account, entity, and objective.
A digitally alive plan that brings order to your entire financial life. Your personal financial website provides 24/7 visibility into every account and asset, wherever they are held. Goals-based projections track your short, mid, and long-term objectives with continuous updates, while retirement cash flows are optimized for tax efficiency and stripped of unnecessary risk. Routine collaboration with your other professionals keeps the entire team aligned.
What This Means For Your Family
Confidence that every financial decision connects to a unified strategy, so opportunities aren't wasted.
Investment Management
Portfolios built around your life, not around the market.
Disciplined management that links your investments directly to your risk profile, cash flow needs, and family timeline. Asset allocation and asset location strategies are integrated across taxable, retirement, and trust accounts. Portfolios are independently sourced, globally diversified, and built to emphasize cost control and tax awareness. Ongoing monitoring, rebalancing, and tax-loss harvesting are tied to your family's objectives, not to short-term market noise.
What This Means For Your Family
Investment decisions that reinforce your wealth plan, your income needs, and your legacy goals in a single coordinated strategy.
Trust & Estate Planning
Control today. Continuity for generations.
Simplified management of even the most sophisticated estate structures, with expert tax and probate mitigation built in from the start. Your wills, trusts, asset titling, healthcare provisions, and beneficiary designations are reviewed, organized, and kept current. Strategies address estate taxes, liquidity needs, and asset protection for both you and your heirs. Your estate attorney and trustees collaborate directly with your FinancialTeam to keep every document aligned with your financial plan.
What This Means For Your Family
A future where your wealth preserves your intentions, not just your assets, with seamless continuity into the next generation.
Tax Planning
Proactive decisions throughout the year, not surprises in April.
Integrated tax strategy that connects your income, investments, business interests, and estate plan into one forward-looking framework. Multi-year projections identify opportunities before they expire. Coordination with your CPA covers tax reduction strategies, estimated payments, entity choices, and year-end positioning. Withdrawal, stock-option, and distribution strategies are tailored for families and business owners. Charitable giving and wealth transfer techniques are designed to support your heirs and favored causes while managing the tax impact.
What This Means For Your Family
More of what you have built stays where you intended it, every year, across every entity.
OUR SPECIALISTS
Four specialists. One coordinated strategy.
Your family deserves specialized expertise. Our four credentialed specialists work as one coordinated team across planning, investments, tax, and estate, so every recommendation is aligned and nothing important is overlooked.
Independent · Fee-Only · Fiduciary
Adi Dassler — Founder of Adidas
FirsTrust served as independent advisors to the Dassler family, founders of Adidas. We are not affiliated with the publicly traded company, Adidas, 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.
Ready to see if we're the right fit?
If your wealth has grown beyond what simple advice can manage, we should talk.
Articles, Insights & More
Tax strategy, estate planning, and investment perspectives for high-net-worth families
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