Family Office Services in Boca Raton
Fee-only fiduciary advisors serving Boca Raton. No commissions. No conflicts. Just advice that puts your interests first.
Palm Beach County families with substantial wealth face decisions too complex for generalist advisors—liquidity events, multigenerational trusts, global investment access, and coordinating multiple professional relationships. FirsTrust's Family Office delivers a complete team of fee-only specialists to architect your family's financial infrastructure. It's how we served the Dassler family (Adidas founder) and how we serve South Florida's most discerning families today.
The FirsTrust Difference
Why Choose a Fee-Only Advisor in Boca Raton?
When it comes to private family office, the advisor you choose matters. Here's what sets us apart.
100% Fee-Only
No Commissions, Ever
We're compensated directly by our clients—never by commissions, referral fees, or product sales. This eliminates conflicts of interest that can compromise your financial future.
Fiduciary Standard
Your Interests First
As registered investment advisors, we're legally bound to put your interests ahead of our own. This is the highest standard of care in the financial industry.
Transparent Fees
No Hidden Charges
You'll always know exactly what you're paying. Our fees are clearly disclosed upfront—no surprises, no fine print, no games.
CFP® & CFA® Certified
Proven Expertise
Our advisors hold the most rigorous credentials in financial planning and investment management—backed by years of education and experience.
Ready to work with advisors who put you first?
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Comprehensive Financial Planning
A digitally-alive plan that brings order to your entire financial life, integrates every account and entity, and keeps your family aligned on one clear path.
- Personal financial website with 24/7 visibility into all of your accounts and assets, wherever they may be located.
- Goals-based master plan with continuous updates to track progress of your short, mid, and long-term objectives.
- Retirement cash-flows optimized for tax efficiency while weeding-out unnecessary risks and expenses.
- Routine collaboration with your other FinancialTeam professionals keeps everybody on the same page.
Trust & Estate Planning
Control, access and simplified management of even the most sophisticated estate plans with expert tax & probate mitigation and seamless continuity into your future generations.
- Review and organization of wills, trusts, asset titling, healthcare provisions and beneficiary designations.
- Strategies to address estate taxes, liquidity needs, and asset protection for yourself and your heirs.
- Guidance on family governance, fiduciary compliance, legacy letters, and multigenerational family meetings.
- Collaboration with your estate attorney and trustees to keep documents aligned with your financial plan.
Investment Management
Disciplined portfolio management that links your investments to your risk profile, cash flow needs, and family timeline.
- Custom asset allocation and asset location strategies integrating taxable, retirement, and trust accounts.
- Independently sourced and globally diversified portfolios that emphasize cost control and tax awareness.
- Ongoing monitoring, rebalancing, tax-loss harvesting and risk management tied to your family’s objectives.
- Integration of investment decisions with retirement income, liquidity events, and wealth transfer planning.
Strategic Tax Planning
Proactively integrated decision-making throughout the year across income, investments, business and estate planning to capture your available tax exemptions, deductions, and credits.
- Multi-year tax projections that connect your investments, income, and estate plan.
- Coordination with your CPA on tax reduction strategies, estimated payments, and entity choices.
- Tax-efficient withdrawal, stock-option, and distribution strategies for families and business owners.
- Charitable giving and wealth transfer techniques designed to support heirs and favored causes while managing taxes.
Your Family Office FinancialTeam
Nobody is a master of all trades. An effective Family Office is a synergistic FinancialTeam of specialists who coordinate all of your family’s economic affairs - planning for financial events, managing investments, minimizing taxes, designing and implementing legacy estate plans and collaborating as necessary with other financial, tax and legal professionals.
Brian Sirota quarterbacks your FinancialTeam with an updated analysis of your financial assets and the master wealth plan for systematically achieving your short-term, mid-term and long-term objectives.
Christopher Cannon implements a custom-tailored investment policy, independently sourcing investments and tax efficiently allocating them among your retirement and after-tax accounts to ensure each aligns with the risk and return objectives of your wealth plan.
Mike Koenig is the architect and manager of your family's overall estate structure; trusts, LLCs, Family Limited Partnerships, Dynasty Trusts, S-corps, etc. He oversees the titling of assets, cross-entity transactions, and regulatory compliance for optimal, multigenerational protection from creditors, probate and estate taxes.
Elayne Pisarik applies a rigorous lens to analyze and monitor your taxable events as they occur throughout the year. With analytic tools that project your year-end tax liability, she can anticipate, and attempt to minimize year-end tax liabilities and maximize after-tax outcomes.
As CEO of your Family Office, the entire FinancialTeam is at your disposal to help consolidate and coordinate your entire economic footprint with straightforward consolidated reporting, harmonious family involvement, strong fiscal governance, and a clear, durable plan for generational wealth.
FirsTrust is an independent firm and is not affiliated with Adidas AG or its subsidiaries.
Designing a Multigenerational Family Office
In 2014, the Dassler family chose FirsTrust to build a private Family Office with global investment access and independent oversight. The Adidas legacy wealth for three generations was later managed through the Adi Dassler Family Office, engineered by the “good thinkers” at FirsTrust.
Frequently Asked Questions
Common questions about private family office in Boca Raton
Fee-only means we're compensated solely by our clients—never by commissions, referral fees, or product sales. This eliminates conflicts of interest that can compromise advice quality. When you work with FirsTrust for private family office, you can trust that our recommendations are 100% in your best interest.
Financial advisor fees in Boca Raton vary widely. Commission-based advisors may appear "free" but earn money from products they sell you. FirsTrust uses transparent fee-only pricing—we're compensated directly by our clients, never by commissions. Contact us for a free consultation to discuss pricing for your specific situation.
A fiduciary is legally required to put your interests first. Many "financial advisors" only need to recommend "suitable" products—which may include options that pay them higher commissions. FirsTrust advisors are fiduciaries, meaning we're held to the highest standard of care and must always act in your best interest.
While you can manage private family office on your own, a qualified advisor brings expertise in tax optimization, investment strategy, and estate planning that may benefit your overall financial picture. An advisor can help you avoid common mistakes, stay disciplined during market volatility, and coordinate complex planning decisions. Whether professional guidance is right for you depends on your unique situation—schedule a consultation to discuss your needs.
Look for advisors who are Registered Investment Advisors (RIAs) with the SEC, hold credentials like CFP or CFA, and operate as fee-only fiduciaries. You can verify credentials at BrokerCheck.finra.org and advisorinfo.sec.gov. FirsTrust is a registered RIA and our advisors hold CFP and CFA certifications.
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