Family Office Services
We’re not just planners. We’re doers.
Our clients are busy people. They cannot afford distractions, yet neither can they afford to let things slip through the cracks. That’s where Fielder comes in. We get important things done so that you can focus on other important things (like your family or business).
Fielder's Family Office Services
Planning + Doing
Portfolio Management
We act as your Chief Investment Officer. After working with you to craft a custom Investment Policy, we help source, vet, and facilitate investing in public and private assets. We then actively monitor, rebalance, and tax-loss harvest.
​
​
Reporting
We provide consolidated reporting of your private funds and public securities across multiple custodians. This unified snapshot of balances, cash flows, and performance gives you a holistic view of what you have and how it's doing.
Risk Management
Philanthropy
Administration
We do NOT sell insurance, but we do advise on it. We can work directly with your insurance agent to ensure that your coverage is optimized.
We assist you in identifying the best charitable vehicles to help your money make a difference. We help determine which assets to give and facilitate making those gifts.
We endeavor to remove the frustration and hassle of wire/money transfers for bill payment, capital calls, and
donations. We provide secure archiving and organization of your important documents and records.
Corinne Williams
Family Office Services
Corinne works with clients and their key advisers (such as CPA's, attorneys, bankers, and insurance brokers) to help get organized and to get the important things done. Her goal is to ensure financial planning turns into financial doing.
IMPORTANT DISCLOSURES: Financial planning and investment strategies have the potential for loss. Fielder’s employees are not attorneys or accountants and do not provide legal, tax, or accounting advice, nor will we prepare any accounting or legal documents. Always consult with your own attorney, CPA, or insurance agent for final recommendations and before changing or implementing any of Fielder’s tax, estate planning, or financial recommendations. For additional information about Fielder, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available at www.adviserinfo.sec.gov. Please see additional important disclosures HERE.