Our Cornerstones of Service
FBO Is Part of the Family’s Team and Does Not Replace Existing Family Professionals
FBO builds a team atmosphere which generates a family business ethic of organizational excellence, follow through, and fairness. This involves a reciprocation of FBO becoming integrated into the family’s personal and business concerns, and the family permitting FBO to overlay a structure of credibility and quality when interfacing with the family’s enterprises, existing professionals, and the public.
In addition to frequent interaction with the family on a wide range of topics, FBO offers expert advice in areas of:
- Succession planning
- Generational wealth transfer
- Business strategies
- Investment analysis
- Entity structuring
- Company marketing and sales
- Real estate transactions
- Stock redemptions
- Analysis and formation of legal documents
- Estate planning
Through our professional resources, FBO offers our clients additional access to quality outside representation, such as:
- Advanced estate planning/Generational wealth transfer
- Mergers and acquisitions
- Sale of family businesses
- Tax advice and strategies
- Aviation acquisition and sale
- Large water vessel and super yacht acquisition and sale
- Human resource consulting
- Employment law
- Executive compensation structures
- Litigation support
- Creating and funding family foundations
- Philanthropy
- Family Law
- Intellectual Property