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Founders Financial Network is a financial planning and wealth management firm
dedicated to growing assets and achieving lasting value for Silicon Valley
executives and entrepreneurs who have experienced a significant increase in
personal wealth.
Whether your assets come from an IPO, a merger or acquisition, the sale of a
business, or a substantial inheritance, we know you are grappling with a number
of very important personal financial questions. Answering these questions is the
heart of sound financial planning and wealth management.
We deliver professional investment management with a unique integration of
tax and financial planning designed to help each client meet their personal
financial goals. A combination of seven factors sets us apart from other firms:
- World-Class
Resources: As part of the world's largest independent wealth advisory firm, we
can help with all of your wealth management issues, regardless of scope,
complexity, or scale—now and into the future.
- Single-Source:
Our experienced team of financial professionals offers a fully integrated
suite of financial services and a single contact to manage all of your tax,
investment, estate planning, and other financial related matters.
- Specialists in
Concentrated-Stock Diversification: We have extensive experience in helping
company executives and individuals with significant holdings of single-company
stock protect the value of that stock and diversify effectively.
- Integrated Tax
Planning: We offer sophisticated strategies that aim to minimize income taxes
while diversifying and growing your investments, and to minimize gift taxes
when transferring assets to loved ones.
- Independence
and Objectivity: We operate under the rigorous standards for a legal
fiduciary. We do not sell products, nor do we accept product commissions.
- Results
Focused: Investments are a means to an end. Our unique goal-based investment
planning process is designed to deal with significant events, both expected
and unexpected, in our clients' lives and in the external environment. As
conditions change, mid-course corrections can be quickly implemented to keep
your plan on-track.
- Execution
Excellence: Our high staff-to-client ratio allows us to be highly responsive
and to personally manage the details of your investments and taxes, including
the ongoing administration of family trusts and private foundations. We handle
the details.
We invite you to
learn more by reviewing our website, or click on the link below to download an
overview brochure.
Founders Financial Network
Overview Brochure
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