Services | Clients

Philanthropic families who are just starting out, or who have reached a transition of some sort, couldn't do any better than retaining FPA to assist. The Firm is one of the best in the country. Their honesty, integrity and diplomacy are beyond reproach. They bring to the table a depth and breadth of experience one doesn't often find.

Anne Etheridge
Executive Director
The Peter Norton Family Foundation

Family Philanthropy Advisors
The Firm provides a spectrum of services, management support and counsel to individuals and families of exceptional wealth, their foundations, family offices, trusts, advisors and officers on a national and international basis.

Philanthropy and Family Foundations
Family Philanthropy Advisors offers a broad range of philanthropic advisory work, including the formation and transition of family foundations and assists each client to find meaning and effectiveness in their philanthropy through personal, family and civic engagement, best practices and leveraged giving.

Family Dynamics
The Firm has expertise in creative and confidential approaches to family issues that are respectful of each family's unique culture. When helpful, we call on our working associates in family dynamics to assist in goal setting, conflict resolution, communications and planning. As facilitators and planners, we work with families to enhance their relationships, solve problems, embrace new generations and find common purpose. We assist in the design and facilitation of family meetings and retreats in next generation training and in strategic planning.

Integrating Wealth Management Services
We believe that effective wealth management is integrated, wholistic and driven by the top line considerations of good family governance. The Firm has extensive experience in assisting families and multi-family offices and other wealth management firms as they work toward this objective.