Fyvie Family Office   

Family Office Services

This service is for those who have more complex needs, such as:

  • Professional athletes

  • Actors, Musicians, Artists

  • International Business Owners

  • Domestic Business owners with employee service requirements

  • Multi-generational family wealth structures

  • Listed Company Director, Public Company Director

  • MBB firm members

  • Assets in excess of $12.5million USD

  • We have a network of individuals to refer to that can provide solutions from employee immigration solutions to global estate planning needs.

    Introductions are not paid, and the client is responsible for their hourly fees. We are able to smoothly collaborate with them on finance elements.

  • We can directly provide consulting services to you covering any financial considerations; personal or business. On occasion, we collaborate with specialists and clients are directly responsible for their hourly fees.

  • We work with broker dealers on the international stage to provide cohesive solutions. Compliant with multi-jurisdiction or company requirements including blackouts or tenders

  • We work with you to create goals, plans and structures that can provide a roadmap for wealth building.

  • We can provide in house tax preparation or liaison with a relevant country tax professional if outside of our in-house team.

  • "Wealth is the ability to fully experience life."

    - Maya Angelou (adapted)

  • You will never be completely at home again, because part of your heart always will be elsewhere. That is the price you pay for the richness of loving and knowing people in more than one plac.

    Miriam Adeney

  • Even when someone is miles away, always remember this: We are under the same sky, looking at the same sun, moon and stars

    Gudapati Srikanth