At your level of financial success, managing your personal finances can become similar to running a business, with all of the associated responsibilities. In the past, you might have established a family office, an often complicated and expensive process. Or perhaps you hired individual advisors - investment counselors, accountants, lawyers, and tax specialists - to handle various aspects of your wealth management strategy. If so, these specialists may have been working toward different goals, rather than upon mutually agreed upon objectives, and as many of these advisors are commissioned directly and independently, it can be a challenge to know whether or not your financial interests are well served. In addition, you may find that you no longer have the time to coordinate a multi-disciplinary group of personal advisors, or the energy to ensure that the overall integrity of your wealth management plan is respected.

FSI functions as your fully integrated family office. We work with you to identify your individual needs and to develop a comprehensive wealth management strategy. We then bring together a consortium of advisors - all leaders in their respected fields - along with an open architecture, to create, execute and manage an integrated financial plan. We do this with a uniquely flexible approach to wealth management, one that gives you the all the guidance and services you need. It's all delivered with a level of personalized service and attention that is unsurpassed in the industry.

*A single point of contact. The partner in charge supervises the delivery of services from a highly experienced, multi-disciplinary team of specialists. FSI's partners are preeminent investment advisors with backgrounds in accounting, law, securities, real estate and insurance. The partners have decades of experience working with the specific issues faced by wealthy individuals and families.

*An objective approach. It is our job to identify products and services that best meet your goals. We do not receive commissions, bonuses or incentives from other firms for referring their services.

*Best-in-class solutions. FSI gives you the flexibility to build a team of specialists coordinated by FSI that can include the best professional talent for every aspect of your wealth management strategy.

*Freedom to use your advisors. Recognizing that you may have relationships with other advisors, we coordinate your overall wealth management plan in collaboration with these trusted specialists.

FSI streamlines your life by creating an integrated, 360-degree view of your complete personal and financial landscape. We are able to provide an advisory solution, or work with existing advisors as a unified team, operating as your primary point of contact for all your needs.

FSI's technology platform provides an at-a-glance overview of how each facet of your financial picture is performing, individually and relative to your overall plan. Even more importantly, our technology enables you to customize your reporting to fit the specific profile of your financial positions, expense management, accounts and legal entities.

If your need for advice has changed - either through entrepreneurial success, inheritance or the sale of a business - you may not have a complete plan in place to deal with these financial gains. We have a team of dedicated professionals who can oversee your entire financial situation, so you can stay focused on your business and family interests. Some of our clients are newly wealthy -entrepreneurs, for example - who have founded successful companies and now need to diversify, plan for taxes, implement investment strategies and manage their increasingly complex financial lives. Other clients come to us after inheriting significant wealth, or, increasingly, in anticipation of such an event. We also have a number of more established clients - leaders in various industries including manufacturing, technology, venture capital, financial services, entertainment and sports.