FWA is an independent, privately-owned multi-family office. We serve as the “Personal CFO” for our clients, providing a centralized hub
for managing the intricate complexities of family businesses, diverse investment portfolios, and broader financial affairs.
Our mission is to provide clarity, strategic perspective, and long-term confidence in the management of our clients’ capital.
We ensure that wealth is not merely maintained but strategically positioned to thrive for generations to come.
We are proactive, results-oriented partners. We believe in building deep, multi-generational relationships based on absolute confidentiality
and consistent, transparent communication..