• Home
  • About Us
    • Leadership
    • History
    • Mastermind Group
    • Our Process
    • Privacy Policy
    • ChFE Program
      • Benefits
      • Eligibility Requirements
      • Curriculum
      • Code of Ethics
      • Continuing Education
      • ChFE Tuition
      • Registration
  • Dashboards
    • Family of Companies
    • Open Option Practice Engineering
    • Charitable Capital Design
    • Benefit Engineering
    • Private Label Programs
  • Planning Strategies
  • Knowledge Center
  • Expert Sourcing
  • Events
  • Contact
    • Contact Us
    • Schedule Call/Meeting
    • Response Form
    • Teleconference Registration
  • News
    • Current Wealth News
    • Press Releases

Fusing advanced knowledge, experience and human dynamics with sound engineering principles

Synchronizing with the ecosystems of wealthy families and their businesses

 

Our Family Of Companies

Harmonized to surround the ever-changing needs of Managers of Wealth

                              


Exponential Innovation Breeds Obsolescence — Embrace Innovation or Face Extinction

Innovate into a true Wealth Management Dimension — Wealth Engineering

Engage More HNW Clients • Redefine Best Practices • Re-Image Open-Architecture Technology

 

Providing Innovative Turnkey Solutions For

Custodial Firms • Broker/Dealers • IMOs • Trust Companies • Banks • Single and Multi Family Offices

Non-Profits • Insurance Professionals • Wealth Management Firms • Legal & Accounting Firms

   

Home to over 2,200 TopTier Wealth Advisory Firms receiving

Coaching • Training • Marketing • Case Design • Niche Client Marketing • Advanced Strategies

Synchronizing with the Ecosystems of Families of Wealth

Wealth Engineering

Fusing advanced knowledge, experience, services and pro-ducts with sound engineering principles to create a synchro-nized hub for family and business wealth building.

 

 

FusionPowerTM

Fortify your client value propo-sition by fusing new services and products into your offering; creating fresh revenue and profit silos while enhancing client acquisition and retention.

   Governing Body and Grantor of Professional Designations
CHARTERED WEALTH ENGINEER
— ChWE  •  CHARTERED FAMILY WEALTH ADVISOR — ChFWA


 

Our Expert Sourcing Team

Equipped with an arsenal of best-of-breed Expert Sourcing Firms, our highly experienced and multi-disciplined
team of professionals amplify the perpetual value and success of advisory firms.

 

The Result — Custom Designed Success Blueprints
OpenOption dream engineeringTM interfaced with highly competent advice
and efficient implementation; monitored and refined as needed.

 

Home | About Us |  Dashboards |  Planning Strategies |  Knowledge Center |  Expert Sourcing |  Events |  Contact
 

The content of this website is strictly for the use of legal, banking, accounting, financial and planned giving advisors. It is not for use by the general public.

The Institute and Program Partners make no attempt to ascertain that the information contained in this website is complete, accurate or updated

on a regular basis. The intellectual property, copyrighted and service marked materials contained herein cannot be used without written consent.

Copyright The Financial Engineering Institute, LLC . All Rights Reserved.