The FE Expert Sourcing Directory

Developed Exclusively For TopTier AdvisorsTM



Family Wealth Dashboard

Family Trust Company Implementation

U.S./International Trust Services

Captive Insurance Company Management
Captive Alternatives
Human Capital Consulting
Varies By Location

Medicare Guidance Software
Tax & Estate Legal Counsel
Varies By Location
Employee Stock Ownership Engineering

Tax Qualified Planning

Charitable Fundraising Services
Planned Giving Consulting Services

Turnkey Marketing Services

Donor Advised Fund Program
Give Back Nation - a non profit organization

Real Estate Investments

Tax Qualified Planning

Business Valuation

Enhanced Cash Management Solutions

Real Property Appraisal

Estate Asset Migration

Private Health Care
World Clinic
Alternative Asset Solutions
Investment Design
Private Banking

Premium Financing

Advisor Asset Management Platform




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Expert Sourcing Team, call: 888-884-3332
The Financial Engineering Institute, LLC (FEI) does not endorse any listed product or service and is not responsible for the acts or omissions of any such product or service represented. FEI makes no representation concerning the quality of any product or service represented.