Client Practices

Core Beliefs

  • Financial planning drives our integrated process
  • A mix of strategic and tactical strategies provide opportunities across a global investment spectrum
  • A long term investment horizon should be balanced with liquidity requirements
  • A coordinated approach to traditional and alternative investing achieves better risk adjusted returns

Client Login

Client access to account information, investment updates and reports.

Our Team

Family Endowment Partners is led by experienced professionals whose diverse backgrounds and track records of achievement enables the firm to offer a full range of wealth and investment management services. They are recognized as “trusted advisors” by clients and members of the investment community.

Our senior management team is supported by dedicated professionals who bring a range of diverse skills to their client work. Based on a foundation of deep training and collaborative teamwork, they serve the full set of our clients’ investment and wealth management advisory needs.