Many of the world's wealthiest and most prominent families, including the Morgans, the Mellons, the Rockefellers (and three generations of heirs to the Adidas* legacy wealth) didn't take their financial affairs to a public institution.
They hired a private FinancialTeam of experts who work for their family - not for Wall Street - to collaboratively guide their financial decisions and manage their family's investments.
Today, you can too.
Whether already wealthy or still aspiring wealth, in the US or abroad, from modestly affluent to world famous, we've been the trusted choice of discerning families for over 20 years.
Welcome to FirsTrust
Often imitated. Rarely duplicated.
Not available at the local bank or brokerage.
True Fiduciaries: Our loyalties are never divided between a client’s best interest and an employer’s sales agenda.
True Independence: Our investment resources are never limited to the ones that favor a bank or brokerage profit margin; we can pick & choose the best solutions from anywhere.
True Expertise: Our advisors are actual financial experts, not sales reps.
True Value: And, you'll probably end up paying less.
Wealth Investment High Net-Worth
Management Management Family Offices
Click to see how we would approach YOUR financial goals.