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Family Office Services in Boca Raton
Fee-only fiduciary advisors serving Boca Raton. No commissions. No conflicts. Just advice that puts your interests first.
SEC Registered RIA
CFP® & CFA® Advisors
Serving Florida Since 1995
Fee-Only
Serving Boca Raton
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 dedicated staff of specialists to run your family's finances with the skill and discipline of an executive management team. It's how we serve South Florida's most discerning families.
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.
True Objectivity
Fee-Only, No Commissions
We believe a true fiduciary should never accept commissions or incentives for promoting specific products. By eliminating this unnecessary cost and conflict, we remain focused on achieving results - not chasing sales.
Depth of Expertise
A Complete FinancialTeam
Nobody is an expert in everything. Our collaborative FinancialTeam of specialists can provide you with broader and deeper expertise than a solo jack-of-all-trades advisor.
Complete Transparency
No Hidden Fees or Surprises
No fine print. No hidden fees. No surprises. Your Personal Financial Website provides 24/7 access to updated account values, wherever they may be located, and a secure digital vault to safely store all your important documents.
Undivided Loyalty
Your Interests, Not Wall Street's
Wall Street firms often limit your choices to a menu of investments they get paid to promote. At FirsTrust, we are free to research, compare, and globally source competitive investments for your portfolio - without corporate handcuffs or third-party profit agendas.
Know what questions to ask when choosing a financial advisor.
View Our Advisor ChecklistWhen wealth grows across accounts, entities, advisors, and generations, the real challenge is no longer access to advice. It is making sure every decision still fits together. Without clear coordination, even expertly crafted strategies can drift apart, opportunities can be missed, and important details can go unaddressed. Independent, fee-only, and legally bound as your fiduciary, your FinancialTeam works together across planning, investments, tax, and estate strategy to provide clarity, continuity, and confidence across your family’s financial life.
The Questions That Keep Successful Families Up at Night
These are the questions a Family Office was built to answer.
Is our investment strategy truly tax-efficient, or are we leaving money on the table every April?
If something happened to me tomorrow, would my family know exactly where everything is and what to do?
Are our trusts and estate documents actually doing what we think they are?
How do we prepare the next generation to handle wealth responsibly without creating entitlement?
Is our philanthropic giving maximizing both impact and tax benefit?
Are all of our professionals actually talking to each other, or are we falling through the cracks?
Do we have a real plan, or just a collection of accounts and good intentions?
Is our investment strategy truly tax-efficient, or are we leaving money on the table every April?
If something happened to me tomorrow, would my family know exactly where everything is and what to do?
Are our trusts and estate documents actually doing what we think they are?
How do we prepare the next generation to handle wealth responsibly without creating entitlement?
Is our philanthropic giving maximizing both impact and tax benefit?
Are all of our professionals actually talking to each other, or are we falling through the cracks?
Do we have a real plan, or just a collection of accounts and good intentions?
Is our investment strategy truly tax-efficient, or are we leaving money on the table every April?
If something happened to me tomorrow, would my family know exactly where everything is and what to do?
Are our trusts and estate documents actually doing what we think they are?
How do we prepare the next generation to handle wealth responsibly without creating entitlement?
Is our philanthropic giving maximizing both impact and tax benefit?
Are all of our professionals actually talking to each other, or are we falling through the cracks?
Do we have a real plan, or just a collection of accounts and good intentions?
Financial Planning
One clear path through every account, entity, and objective.
A digitally alive plan that brings order to your entire financial life. Your personal financial website provides 24/7 visibility into every account and asset, wherever they are held. Goals-based projections track your short, mid, and long-term objectives with continuous updates, while retirement cash flows are optimized for tax efficiency and stripped of unnecessary risk. Routine collaboration with your other professionals keeps the entire team aligned.
What This Means For Your Family
Confidence that every financial decision connects to a unified strategy, so opportunities aren't wasted.
Investment Management
Portfolios built around your life, not around the market.
Disciplined management that links your investments directly to your risk profile, cash flow needs, and family timeline. Asset allocation and asset location strategies are integrated across taxable, retirement, and trust accounts. Portfolios are independently sourced, globally diversified, and built to emphasize cost control and tax awareness. Ongoing monitoring, rebalancing, and tax-loss harvesting are tied to your family's objectives, not to short-term market noise.
What This Means For Your Family
Investment decisions that reinforce your wealth plan, your income needs, and your legacy goals in a single coordinated strategy.
Trust & Estate Planning
Control today. Continuity for generations.
Simplified management of even the most sophisticated estate structures, with expert tax and probate mitigation built in from the start. Your wills, trusts, asset titling, healthcare provisions, and beneficiary designations are reviewed, organized, and kept current. Strategies address estate taxes, liquidity needs, and asset protection for both you and your heirs. Your estate attorney and trustees collaborate directly with your FinancialTeam to keep every document aligned with your financial plan.
What This Means For Your Family
A future where your wealth preserves your intentions, not just your assets, with seamless continuity into the next generation.
Tax Planning
Proactive decisions throughout the year, not surprises in April.
Integrated tax strategy that connects your income, investments, business interests, and estate plan into one forward-looking framework. Multi-year projections identify opportunities before they expire. Coordination with your CPA covers tax reduction strategies, estimated payments, entity choices, and year-end positioning. Withdrawal, stock-option, and distribution strategies are tailored for families and business owners. Charitable giving and wealth transfer techniques are designed to support your heirs and favored causes while managing the tax impact.
What This Means For Your Family
More of what you have built stays where you intended it, every year, across every entity.
OUR SPECIALISTS
Four specialists. One coordinated strategy.
As CEO of your Family Office, the full team coordinates your family's complete financial picture with consolidated reporting, family governance, and a plan built to serve the next generation, not just this one.
Independent · Fee-Only · Fiduciary
Adi Dassler — Founder of Adidas
FirsTrust served as independent advisors to the Dassler family, founders of Adidas. We are not affiliated with the publicly traded company, Adidas, 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.
Articles, Insights & More
From our team and the institutional leaders we sit across from
Firm News & Updates
Brent Sullivan of The Tax Alpha Insider on the Investors First Podcast
Read more: Brent Sullivan of The Tax Alpha Insider on the Investors First Podcast
Firm News & Updates
Joe Davis of Vanguard on the Investors First Podcast: AI, Index Investing, and What Comes Next
Read more: Joe Davis of Vanguard on the Investors First Podcast: AI, Index Investing, and What Comes Next
Firm News & Updates
Rick Rieder of BlackRock on the Investors First Podcast: Fixed Income, Risk Management, and the 2026 Market Outlook
Read more: Rick Rieder of BlackRock on the Investors First Podcast: Fixed Income, Risk Management, and the 2026 Market OutlookFrequently 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.
Visit Our Boca Raton Office
Get in touch to meet with our team
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