|
The WE 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
EB-5, 1031 Exchange, Q0Z Fund Administration
Family Cohesion Consulting
Sirote & Permutt, PC
Tax & Estate Legal Counsel
Tax Qualified Planning
Varies By Needs
Client Risk Analysis Software
ESOP Design & Management
Charitable Fundraising Services
Educational Seminar Planning
Life Settlement Services
LS Hub
Captive Insurance Management
Planned Giving Consulting Services
Property & Liability Insurance
Athletes • Entertainers • Other HNW Clients
Fee Only & PPLI/PPVA Insurance
Turnkey Marketing Services
Varies By Needs
Donor Advised Fund Program
Business Valuation
Varies By Location
Real Estate Services
|
|
To become part of the WEI
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.