Family Office
Family Office
At Finer Wealth Management, our commitment to your long-term financial success is based on the philosophy of the Family Office that originally created by John D. Rockefeller. Drawing from Mr. Finer’s experience working in a Family Office, we have adopted this approach to provide the same breadth of services to our clients. We view each of our relationships in the context of a long-term process that evolves over time.
Whatever your financial objectives may be, let Finer Wealth Management help you reach your goals by providing you with such services as:
- A second opinion on current financial planning and investments
- Advice on employee stock options
- Analysis of insurance needs
- Asset and investment management
- Budgeting and cash-flow planning
- College funding strategies
- Estate planning
- Long-range and life-style planning
- Lump-sum distribution advice
- Retirement planning strategies
“It is wise to keep in mind that neither success nor failure is ever final.” – Roger Babson