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Personne de Confiance

The concept of a personne de confiance, or trusted advisor, committed to serving the needs and interests of a group of families can be traced back through the centuries. This trusted advisor would act as the family's financial office, collaborating with a key family member to provide integrated, tailored solutions for the family's capital, while promoting and preserving the identity and values of the family as a whole.

Foundational Wealth Advisory (FWA) was established to fill this essential, yet under-recognized, role by providing discerning families with sophisticated, understandable advice across and between generations. The Shared Family Investment Office (SFIO) model we've developed addresses these fundamental needs that any family of means would have.

FWA understands the ongoing challenges today's family faces in dealing with an array of attorneys, accountants, insurers, et al across a plethora of legal and/or corporate structures. Managing, coordinating, and integrating these complex relationships for the benefit of the family is not easy and often times is overwhelming.  FWA can help.

Fiduciary/Investment Counsel

Rather than focusing on product sales or commission-based portfolios, we focus on your family’s goals and aspirations. Our services span from discretionary investment
management to financial, estate, and philanthropic planning but one thing stays the same...our focus is on your family.

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A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.

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Take that first step to personal investing with our library of resources



Next Steps


We invite you to discover how Foundational Wealth Advisory can enhance how wealth management is delivered to your family.

Thank you!