Fairman Group Family Office serves individuals and families with complex financial lives and tax situations. Our clients include executives with concentrated wealth, business owners, entrepreneurs and professionals, and those with family wealth and their families. Below you can find brief descriptions of the situations they often encounter:
Over a lifetime, you have accumulated wealth that may be concentrated in the stock of one or more companies. How much is too much? And what is the best way to find balance, begin to diversify and make tax-smart decisions along the way? It may be time to put together a prudent plan for the future.
Every business needs a CFO and you may encounter the overlap between the financial needs of your business and your personal financial affairs. As you run your business, how do you find time to manage cash flow, oversee outside investments, minimize taxes and administer tax reporting? When do you make time to plan for business succession to a new generation or owner?
You are a steward of your family’s wealth and have inherited the workload to match. You may need help administering and managing the complexity of activities, accounts and assets that fall within your responsibility. You may have a desire to make a difference and need advice about the best ways to do that.