The FE Expert Sourcing Consortium

Developed Exclusively For TopTier Wealth Management Firms

 

 

Our Expert Sourcing Team

Equipped with an arsenal of best-of-breed Expert Sourcing Firms,
our highly experienced and multi-disciplined team of professionals amplify the perpetual value and success of advisory firms.

Wealth Engineering

Fusing advanced knowledge, experience, services and products with sound engineering principles to create a synchronized hub for family and business wealth building.

FusionPowerTM

Fortify your client value proposition by fusing new services and products into your offering; creating fresh revenue and profit silos while enhancing client acquisition and retention.

 


 

The Result — Custom Designed Success Blueprints
OpenOption dream engineeringTM interfaced with
highly competent advice and efficient implementation;
monitored and refined as needed.

 

In A Sea Of Sameness Differentiate Your Firm

 

 

 
     
Family Wealth Dashboard

Financial Services Innovation

Family Trust Company Implementation

U.S./International Trust Services

Captive Insurance Company Management
Captive Alternatives
Human Capital Consulting
Varies By Location

Tax & Estate Legal Counsel
Varies By Location
Tax Qualified Planning

Client Risk Analysis Software

Charitable Fundraising Services
Planned Giving Consulting Services

Turnkey Marketing Services

Donor Advised Fund Program
Give Back Nation - a non profit organization

Turnkey Practice Operating Ecosystem

Investment Design & Implementation

Business Valuation

Real Property Appraisal

Estate Asset Migration

Alternative Asset Solutions
Private Banking

Enhanced Cash Management

 

   

  

To become part of the FEI
Expert Sourcing Team, call: 407-878-3520
 
 
 
 
 
 
 
The Financial Engineering Institute, LLC (FEI) does not endorse any listed product or service and is not responsible for the acts or omissions of any such product or service represented. FEI makes no representation concerning the quality of any product or service represented.