We support business families and investors in preserving, growing, and organizing their wealth through a strategic, independent, and long-term approach. Our model integrates advisory services for business families, governance, and wealth management to address the challenges of family, enterprise, and wealth in a coordinated manner. Our advisory approach is non-discretionary, meaning the family retains final decision-making authority over its investments at all times.
Through our wealth advisory and management firm, FEP Wealth LLC (USA), we independently advise on more than US$1.5 billion and work with over 35 family groups.
We define a clear and tailored strategy to guide every investment decision.
We analyze costs, risks, and returns to enable more efficient wealth management.
We attribute performance to understand which decisions create real value in the portfolio
We define the heritage objectives and design the roadmap.
We build diversified portfolios and select the best opportunities.
We consolidate information and provide a global view of wealth.
We continuously monitor and adjust portfolios to meet objectives.
Wealth preservation requires investment, oversight, and decision-making processes capable of evolving over time, ensuring multigenerational wealth management aligned with each family’s objectives.
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