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3/13/2018   New additions to our Expert Sourcing Team:

GSM Marketing    TriState Capital Bank    Proteus    Captive Alternatives    Alliance Trust Company    Reich and Tang
12/3/2017   FEI and its direct affiliate, The Family Wealth Hub, has launched The Family Wealth Hub Dashboard

familywealthhub.org

8/1/2017   In conjunction with Give Back Nation, the Private Giving Fund, a turnkey DAF Program, has been launched.

givebacknation.com

4/1/2017   FEI has partnered with ESOP Services to provide advisors with complete ESOP design, implementation and management.

esopservices.com

8/1/2016   FEI has opened a Financial Engineering Design Center in New Orleans, LA in conjunction with Dunavant Wealth Strategies. This is FEI’s 39th Design Center nationally.

 
7/1/2016   FEI has launched the Financial Engineering for PEOs Program. As a turnkey marketing program; it allows Top-Tier Financial Advisors to brand, position and differentiate themselves using customized, client compliant, marketing materials for use with Professional Employment Organizations and their family business clients across the country.

2/1/2016   FEI has launched the Financial Engineering for Pro Athletes Advisory Program. As a turnkey marketing program; it allows Top-Tier Financial Advisors to brand, position and differentiate themselves using customized, client compliant, marketing materials for use with both active and retired pro-athletes across the country.

2/1/2016   FEI has launched the Boomer Life Stage Coaching Program. As a turnkey marketing program; it allows Top-Tier Financial Advisors to brand, position and differentiate themselves using customized, client compliant, marketing materials for use with Boomers located across the country.

     
1/23/2016   FEI has launched the Compensation Engineering Coaching Program. As a turnkey marketing program; it allows Top-Tier Financial Advisors to brand, position and differentiate themselves with customized client compliant marketing materials for use with Family Businesses across the country.