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After the death of legendary shoemaker Adi Dassler, his family members sold their ownership of Adidas, creating a significant liquidity event and thrusting his heirs into an entirely new industry: managing the family’s wealth.
In 2014, the Dassler family enlisted FirsTrust to create a “Family Office” with the investment expertise and independent technologies to acquire best-of-breed investment opportunities from across the globe and manage them from a private platform.
Today, the Adidas legacy wealth is managed for three generations of heirs by the Adi Dassler Family Office – engineered by the “good thinkers” at FirsTrust.
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We believe this level of objectivity, independence
and expertise should also be available to families
that don’t come from world-famous wealth.
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Avoid Conflicts of Interest
We believe truly objective financial advice can only come from someone who doesn’t ALSO sell investments.
A Reputation of Trust
We believe a trustworthy financial advisor should have a documented history of success, long-term client relationships, and references from local CPAs and attorneys who are willing to affirm the advisor’s sound reputation.
Consumer Advocacy
We believe anyone who claims to serve your best interests as a “fiduciary” should never accept financial incentives from third parties.
True Independence
We believe a true “advisor” should never be limited to recommending investments that pay his employer a marketing incentive.
A Team of Specialists
We believe nobody is an expert in everything, and a genuine depth of financial expertise can ONLY be provided by a FinancialTeam of different specialists.
Fee-Only Services
We believe fee-only advisors are compensated to focus on your success, while “fee based” advisors and Brokers have an incentive to focus on finding their next sale.