No family is the same. Each has its own dynamic. Our relationship with you will be tailored to meet your unique needs as well as those of your loved ones. We are uniquely positioned to help you at any stage of your financial journey and are ready to adapt as your needs change.
There’s no need to burden yourself with the stress and day-to-day management of your complex financial picture. We can serve as a liaison between you and your current team of outside advisors.
Consolidated Financial and Cash Flow Planning, Including Net Worth Statement
Comprehensive Tax Planning and Consulting
Estate Plan Review and Recommendations
Fiduciary-Managed Investments Focused on Your Goals and Values
Revocable and Irrevocable Trust Account Administration
Support for Future Generations With Financial Planning Tailored to Their Needs
Review Current and Prospective Alternative Investments and Businesses
Family Financial Coaching, as Desired
Bill Pay and Cash Management Services
Lending and Deposit Services
As a dedicated family office services division of First National Wealth Management, FNB Reserve is designed to serve the unique needs of ultra-high-net-worth families. Our in-house experts seek to understand your story to offer customized service offerings based on what is important to you. As your needs change, we adapt with you at every stage of life.
Many firms look at high-net-worth families as targets for high-cost products and services. That’s not the way we think. Our goal is to make sure you have everything you need and nothing you don’t.
Your lives are complicated enough. Our goal is to make things simpler. We believe the core of your financial life should be consistent and easy to understand. We will ensure that you do not lose sight of your goals.
Please see the answers to some of our most common questions.
Have a different question?
Yes! We work with clients throughout the United States, offering a combination of remote and in-person meetings.
Absolutely! We will serve as a liaison between you and your current team of outside advisors.
We do. Given the comprehensive, high-touch nature of this offering, the minimum amount of investible assets is unique to each family, depending on the complexity of the financial situation and the desire for specialized services and strategies. An interim flat fee arrangement commensurate with our services can be arranged in pre-liquidity event situations.
We offer one family fee structure to reduce costs for everyone, with full transparency and zero hidden fees. This results in significant savings for our clients. Paired with low-cost investment options, we offer tremendous value for the entire family.
Non-deposit products are not FDIC insured; are not deposits; may lose value.