Franklin Street Partners has evolved a comprehensive range of service capabilities, customized reports, resources and skills, allowing us to precisely tailor a relationship to your goals, service expectations and reporting requirements. Our services are delivered by professionals who are thoroughly familiar with every facet of the accounts they support.
You will work with a dedicated client relationship team that has been assembled based on your objectives. Each member of the team develops a knowledge of your account and becomes responsible for specific facets of your relationship.
Your team becomes your link to a portfolio of capabilities:
- Comprehensive planning centric approach
- Asset allocation
- Consultative manager selection and implementation
- Fiduciary oversight and administration
- Family level accounting and accounts payable management
- Integrated business management services and experience in areas such as aviation management, equine and yachts.
- Philanthropic planning and foundation management
- Family education and legacy planning
- Trust services
- Customized performance reporting