Many financial planning companies look and sound alike. At first glance, we may seem similar to other companies you have seen. Family Wealth Institute provides excellent service and offers high quality financial products, but look closer. You will see that we go far beyond just the financial return on your investment.
Portland, Oregon based Family Wealth Institute excels at helping families and individuals reach their goals for wealth accumulation, preservation and transfer. We do this by getting to know you. We listen to your needs and concerns and we create a plan that is uniquely designed for you and your family. You will receive sound financial advice from friendly, caring people who bring sound financial strategies and tools to meet your goals.
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Family Wealth Institute provides specialized financial planning services to companies and their employees. This may include 401K programs, benefits planning and business entity structuring. Each program is tailored to fit the needs of you and your business.
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Some clients come to us after experiencing a major life change such as retirement, divorce, downsizing or inheritance. We can help you understand and work through the financial implications and opportunities that affect you today and in the future.