Personal Advisory

Personal CFO

Investment Principles and Objectives

Strategic Planning

Liability Management


  • FFA acts as a personal CFO to help manage and simplify your financial affairs
  • We offer clients a unique combination of corporate finance and wealth management skillsets with both strategic planning and portfolio management combined in one client package
  • If beneficial, FFA can act as a client proxy to more effectively achieve your financial objectives such as coordinating all legal, accounting, investment, insurance and estate planning issues
  • Further, we offer a highly personalized and tailored approach to client matters with senior level attention always ensured