Capabilities

Our Strategic Focus

FDP is focused solely on strategies tailored for high net-worth clients, their businesses, families, and foundations. Learn more about:

Individuals
– Including entrepreneurs, professional athletes and entertainers.
Small Business
– Closely-held companies concerned with growth, succession plans or marketability.
NextGen
– Our unique approach to inter-generational planning and stability.

Tapping Our Advisor Network

FDP clients enjoy the distinct advantages of our participation in a unique roundtable of specialty advisory firms like ours across the country.

Essentially a think-tank for the exclusive benefit of high net-worth clients, this mastermind group gathers 3-4 times per year. Together we collaborate on innovative strategies and share our best practices for wealth retention and growth in light of global economic developments.

Our commitment to continual refinement and innovation is why succeeding generations of our clients have come to rely on FDP to help them earn more, keep more, and gift more.

Your wealth is no accident. Neither is keeping it.

Open a Dialogue with Us

 

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