Who We Are
FUTR Family Management is a wealth management firm focused on multigenerational succession planning for families. Our clients seek a long-term partnership with a wealth manager who is committed to their family’s vision and values. They also seek a higher standard of care than a conventional investment relationship provides. Our mission is to work with these clients to secure their family’s legacy.
As stewards of succession, FUTR offers highly consultative advisory relationships that are steeped in shared values. Our orientation toward long-term thinking drives the institutional mindset in our practice, and is consistent with our multigenerational focus.
FUTR assists clients in navigating the potentially conflicting objectives of maintaining their current lifestyle while preserving and passing their family’s wealth to future generations. In essence, our wealth management process strives to bolster the successful family’s overall financial and philosophical position – for the long term.
FUTR’s philosophy encourages families to reconsider long-held assumptions about:
- an investment time horizon constricted by one’s own lifetime
- utilizing and extending family resources – both human and financial
- methods for transferring their wealth in a rational and orderly fashion.
- An open-architecture, fully transparent investment platform.
With our guidance, FUTR clients think beyond their personal life cycle and adopt a generational perspective. We encourage the involvement of all family members to maximize the possibility of a mutually pleasing outcome.
