Our Approach

Your Plan

How will you integrate all aspects of my financial life into one plan?

Often, our clients simply want to know they’re going to be okay and that they don’t have any blind spots when it comes to their individual, family, or business. Others may have sophisticated challenges that require the deep resources of our process. That’s why we begin with a series of meaningful conversations focused on understanding your personal and professional goals and work closely with you to establish a fully integrated financial plan.

  • Retirement and Lifetime Income PlanningWith a specialty in retirement planning, our holistic planning approach will help protect your lifestyle and live hood in retirement
  • Tax-Advantage StrategiesWhether you are developing a business succession strategy, managing a large liquidity event, planning your estate or building your legacy, our team can work with you and your tax and legal advisors to develop tax-advantaged solutions.
  • Insurance, Consulting, and Review We take a consultative approach to insurance. “Insurance is sold not bought”, with that in mind we view insurance as a tool to protect your family’s assets, replace income and create a legacy for future generations and philanthropic beneficiaries.
  • Trust and Estate Planning We have the experience and the network to address the complexities of your estate and legal planning needs.
  • Liability ManagementWe’ll work with you to find solutions to both sides of your balance sheet so you can get credit you can count on, whether you need securities backed lending, or a mortgage or a competitive credit card. We also have a network of lenders to help in the business financing arena.
  • Philanthropic ConsultingWe’ll work with you and your family members to provide education on philanthropy and participation strategies for the next generation.

Your Investments

How will you help make sure my wealth is protected?

With direct access to the resources of Fairway Capital Advisors, we offer timely perspectives, customized investment management and fully integrated suite of financial solutions. Because we have had great success positioning our clients to seize the opportunities of an unpredictable market, we offer the insights needed to help protect and grow all that you’ve worked so hard to build.

  • Customized Portfolio ManagementWith solutions specific to your situation, we offer a blend of passive and active strategies that enable us to build custom portfolios. Serving as your personal portfolio manager or by working with select money managers, we offer a broad array of investment that help match your objectives and risk preferences.
  • Prudent Asset AllocationThrough our comprehensive due diligence and planning process, we help determine you and your family’s goals, growth and income needs, and tolerance for risk. This allows us to craft an asset allocation that supports your financial plan and seeks to lower volatility while maintaining an opportunistic eye toward investment and changes in the market.
  • Open Access and Focused ResearchOur independent structure allows us true open architecture to any money manager and financial research. This platform along with our disciplined process, ensures we develop customized strategies based on highly focused customization.
  • Multigenerational Strategies for your Family’s WealthYou can prepare the assets for the family, but you also need to prepare the family for the assets. We understand the connections between wealth and family, and we’re committed to having a multigenerational impact on your life. We are positioned to address you family’s needs, ranging from growth strategies to wealth transfer and preservation to philanthropic pursuits.

Your Virtual Family Office

How will you help me with the day-to-day management and administration of my family’s affairs?

Affluent families, like yours, require a broad array of family office-like services. We provide a dedicated organization to bridge the generations within your family in order to crate continuity and deliver structure that is focused on preserving wealth and creating opportunities.

  • A Flexible Structure for your Sophisticated NeedsOur family office services can help organize and manage all aspects of your financial world. We will work closely with your family to:
  • Create a comprehensive wealth strategy designed to prepare each family member to collectively manage, sustain and grow their wealth across multiple generations.
  • Coordinate a wide range of wealth preservation services, including investment management, accountancy, estate and philanthropic planning.
  • Provide a clearly articulated, efficient family governance framework for investment decision making, as well as family legacy and business leadership succession.
  • Deliver concierge services that include access to private banking, private trust services, document management, record keeping, expense management, bill payment, family member support, financial education and wealth transfer planning.
  • Help ensure confidentiality and privacy for all family members, allowing the head of the family to protect the family’s interests and manage numerous risks.
  • Exceptional Client Service Clients rely on our client service for a host of financial and administrative needs. Our entire team is highly accessible, offering consistent communication, personal touch points and ongoing reviews. Responsive and attentive, we have built long-lasting relationships by offering robust service that anticipates your needs.
  • Bringing Together the Best ResourcesWe are trusted by our clients to work directly with their accountants and estate attorneys, whether we’re helping with tax planning or advising them on the most prudent strategies for building a legacy. By working closely with your other advisors, as well as our network of financial experts, we can incorporate all perspectives into one integrated approach.

Our Approach

Your Plan

How will you integrate all aspects of my financial life into one plan?

Often, our clients simply want to know they’re going to be okay and that they don’t have any blind spots when it comes to their individual, family, or business. Others may have sophisticated challenges that require the deep resources of our process. That’s why we begin with a series of meaningful conversations focused on understanding your personal and professional goals and work closely with you to establish a fully integrated financial plan.

  • Retirement and Lifetime Income PlanningWith a specialty in retirement planning, our holistic planning approach will help protect your lifestyle and live hood in retirement
  • Tax-Advantage StrategiesWhether you are developing a business succession strategy, managing a large liquidity event, planning your estate or building your legacy, our team can work with you and your tax and legal advisors to develop tax-advantaged solutions.
  • Insurance, Consulting, and Review We take a consultative approach to insurance. “Insurance is sold not bought”, with that in mind we view insurance as a tool to protect your family’s assets, replace income and create a legacy for future generations and philanthropic beneficiaries.
  • Trust and Estate Planning We have the experience and the network to address the complexities of your estate and legal planning needs.
  • Liability ManagementWe’ll work with you to find solutions to both sides of your balance sheet so you can get credit you can count on, whether you need securities backed lending, or a mortgage or a competitive credit card. We also have a network of lenders to help in the business financing arena.
  • Philanthropic ConsultingWe’ll work with you and your family members to provide education on philanthropy and participation strategies for the next generation.

Your Investments

How will you help make sure my wealth is protected?

With direct access to the resources of Fairway Capital Advisors, we offer timely perspectives, customized investment management and fully integrated suite of financial solutions. Because we have had great success positioning our clients to seize the opportunities of an unpredictable market, we offer the insights needed to help protect and grow all that you’ve worked so hard to build.

  • Customized Portfolio ManagementWith solutions specific to your situation, we offer a blend of passive and active strategies that enable us to build custom portfolios. Serving as your personal portfolio manager or by working with select money managers, we offer a broad array of investment that help match your objectives and risk preferences.
  • Prudent Asset AllocationThrough our comprehensive due diligence and planning process, we help determine you and your family’s goals, growth and income needs, and tolerance for risk. This allows us to craft an asset allocation that supports your financial plan and seeks to lower volatility while maintaining an opportunistic eye toward investment and changes in the market.
  • Open Access and Focused ResearchOur independent structure allows us true open architecture to any money manager and financial research. This platform along with our disciplined process, ensures we develop customized strategies based on highly focused customization.
  • Multigenerational Strategies for your Family’s WealthYou can prepare the assets for the family, but you also need to prepare the family for the assets. We understand the connections between wealth and family, and we’re committed to having a multigenerational impact on your life. We are positioned to address you family’s needs, ranging from growth strategies to wealth transfer and preservation to philanthropic pursuits.

Your Virtual Family Office

How will you help me with the day-to-day management and administration of my family’s affairs?

Affluent families, like yours, require a broad array of family office-like services. We provide a dedicated organization to bridge the generations within your family in order to crate continuity and deliver structure that is focused on preserving wealth and creating opportunities.

  • A Flexible Structure for your Sophisticated NeedsOur family office services can help organize and manage all aspects of your financial world. We will work closely with your family to:
  • Create a comprehensive wealth strategy designed to prepare each family member to collectively manage, sustain and grow their wealth across multiple generations.
  • Coordinate a wide range of wealth preservation services, including investment management, accountancy, estate and philanthropic planning.
  • Provide a clearly articulated, efficient family governance framework for investment decision making, as well as family legacy and business leadership succession.
  • Deliver concierge services that include access to private banking, private trust services, document management, record keeping, expense management, bill payment, family member support, financial education and wealth transfer planning.
  • Help ensure confidentiality and privacy for all family members, allowing the head of the family to protect the family’s interests and manage numerous risks.
  • Exceptional Client Service Clients rely on our client service for a host of financial and administrative needs. Our entire team is highly accessible, offering consistent communication, personal touch points and ongoing reviews. Responsive and attentive, we have built long-lasting relationships by offering robust service that anticipates your needs.
  • Bringing Together the Best ResourcesWe are trusted by our clients to work directly with their accountants and estate attorneys, whether we’re helping with tax planning or advising them on the most prudent strategies for building a legacy. By working closely with your other advisors, as well as our network of financial experts, we can incorporate all perspectives into one integrated approach.