Relationship Transparency — Get It Right the First Time
One motivating factor for creating FUTR Family Management is transparency, truthful disclosure underlying all activities. Several name plate, national trust comanies, with whom I have personal experience,  do not (and will not) disclose the nominal and actual total fee paid for management of relationship assets in either dollars or percentage rates. Today is Friday, August 13th . . . it turns out to be quite lucky and satisfying . . . FUTR’s first client’s billing went out after double checking and reconciliation. The billing rate was 2.05 percent on the assets under management . . . it ended up slightly less than 1.75 percent.  This reduction occurred naturally, proactively and transparently . . . a 15% reduction is easily understood because FUTR’s clients only pay for service fulfillment!
All FUTR’s fees are billed in arrears and payable monthly. Our relationships gain a protective benefit from a custodial bank with trust powers in all 50 states of the United States. They benefit from security selection criteria based upon Benjamin Graham’s precepts of “margin of safety”, “intrinsic value” and “special situations” or market anomalies. “Fundamentals . . . fundamentals . . . fundamentals” is just like successful real estate investing based upon “location, location, location”.
FUTR Family Management is dedicated to preserving multi-generational wealth through superior organizational and financial advice to families, protecting their legacy and encouraging family member participation in the process . . . which is fully transparent.
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