Why Us
At Family Wealth Custodians, our values are not just empty phrases. They guide our interactions with clients, staff, and the community. Our values are well-defined, making decision-making a breeze. Our values include stewardship, integrity, independence, personal accountability, long-term focus, and paying it forward. Our top priority is always our clients' best interests, and we work hard every day to improve.
One-stop solution for all your financial needs
We understand that our clients don't always have the time or inclination to manage their own financial affairs, let alone keep track of different products and services from numerous providers across various platforms. That's why at Family Wealth Custodians, we provide a one-stop solution for all your financial needs. This includes wealth management, retirement planning, estate planning, long-term insurance, family office services, accounting, and tax services. Our offerings are tailored to your family's unique circumstances, ensuring a personalized and streamlined approach.
Highly Qualified, Award-Winning Expertise
We understand that clients seek assurance of quality and expertise in their financial advisors. Our firm’s credibility is backed by prestigious industry recognition, including the FPI Financial Planner of the Year and International Adviser Best Practice Awards. Our team, consisting of highly qualified professionals with over five decades of combined experience, upholds these high standards. These accolades confirm the exceptional service and expertise you can expect from us.
Independence and Unbiased Advice
We understand that clients value financial advice that is free from external corporate influences. As an independently owned and operated firm, we pride ourselves on providing guidance that is both personalized and unbiased. Our independence allows us to focus solely on your needs and objectives, ensuring that our advice is always aligned with your best interests. This commitment to objectivity helps us build lasting relationships based on trust and integrity
State-of-the-Art Solutions
We recognize the importance of efficiency and accessibility in managing your financial affairs. That's why we utilize state-of-the-art financial tools and platforms to ensure seamless asset management and communication. Our technological edge enables better tracking, reporting, and access to your financial data, providing you with a streamlined and user-friendly experience. By leveraging the latest technology, we enhance our service delivery, ensuring that you have the best tools at your disposal to manage your finances effectively.
Business with Purpose
We believe in conducting business ethically and sustainably. For us, it’s about more than just profits; it’s about being custodians of a better future. We invest in our people and communities, working collaboratively with our clients to create a positive impact. By prioritizing ethical practices and sustainable growth, we strive to make a meaningful difference in the world around us.
OUR VISION
To be the trusted leader in comprehensive financial planning, empowering families to achieve their financial goals and secure a prosperous future through personalized, ethical, and innovative solutions.
OUR MISSION
At Family Wealth Custodians, our mission is to provide tailored financial services that address the unique needs of each client. We are committed to delivering unbiased, expert advice with the highest standards of integrity, leveraging advanced technology and fostering strong community relationships to create lasting value and positive impact.