After the death of legendary shoemaker Adi Dassler, the family sold their ownership of Adidas; creating a significant liquidity event and thrusting the family heirs into an entirely new industry: managing the family's wealth.
The Dassler heirs 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.
We believe this level of objectivity, independence and expertise should also be available to families that don't come from world-famous wealth.
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.
We believe anyone who claims to serve your best interests as a "fiduciary" should never accept financial incentives from third parties.
We believe a truly "independent financial advisor" should be uninhibited by bank and brokerage employment politics, and free to search the universe of options on behalf of his clients.
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.
We believe fee-only advisors have an incentive to focus on your success, while "fee based" advisors and Brokers have an incentive to focus on finding their next sales commission.