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Family Office / Separate Client Services:
Dedicated Team to Work With Client’s Staff
Estate Reviews and Structures
Efficient Tax Planning / Coordination
In-Depth Communications / Reporting
Complete Personal Financial Planning
Coordinated Wealth Transfer
Succession Planning
Coordinated Financial Reporting
Outsourced Insurance Services*
Personal Consultations
Investment Services:
All Assets Under One Comprehensive Review
Asset Allocation of All Assets
Portfolio Management
Coordinated Portfolio Monitoring
Daily Reconciliation of Assets
Quarterly Performance Reporting
Tax-Efficient Management of Assets
* FCA Corp does not participate in nor accept any portion of any third party fees, commissions or charges of any type made by others working with our clientele. We may help negotiate the fees based upon the volume of business you or FCA Corp might be doing within the marketplace, but FCA Corp still would not participate in any third party compensation.
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