Based on years of successful experience working with ultra high net worth families, the principals of F2 Analytics recognized opportunities existed for these families to gain greater success in managing their estates/personal wealth by mimicking how successful businesses are run which includes the utilization of a Personal CFO. As many of the firm’s clients are or were CEOs of public companies , they understand the value of integration, leadership and results oriented decision-making that collaboration with a CFO helps to provide. F2 Analytics takes a similar approach in establishing, administering and evaluating the Client’s financial and estate plans with an eye towards growing, enhancing and providing ascertainable value in all areas of the Client’s personal plans. Often times this leads down new and exciting paths. Given the collective intellect of F2 Analytics and its national network of legal, tax and investment professionals, the Client gains access to an unrivaled wealth of knowledge and expertise.
Financial Services
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Management & Planning
- Estate planning, design and strategy and ongoing compliance
- Financial modeling before during and after Estate Plan Implementation
- Building Financial Structures – Architecture, Systems & Processes
- Aggregation of Financial Architecture for Effective Decision Making
- Tax planning
- Debt planning
- Cash flow management and liquidity planning
- Planning transfer of wealth from generation to generation
- Establishing systems to monitor efficiencies and evaluate opportunities for future planning
- Education of future generations
- Monitoring and Reporting of Results of Estate planning
Specialty Services
- Investment review
- Wealth Management [thru D3 Wealth Partners LLC]
- Review of contracts
- Risk management
- Insurance Analysis, Review & Implementation
- Arranging financing and speciality insurance for your luxury items
- Intra Family Dispute Resolution
What Does The Client Achieve?
- TAX EFFICIENCY
- POTENTIALLY HIGHER RETURNS/GREATER WEALTH ACCUMULATION
- SMARTER BUSINESS/FINANCIAL DECISIONS
- GREATER FEELING OF CONTROL/CONFIDENCE
- MORE TIME FOR THE FAMILY