The WE Expert Sourcing Consortium

Developed Exclusively For TopTier Wealth Management Firms

 

 

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.

Wealth Engineering

Fusing advanced knowledge, experience, services and products with sound engineering principles to create a synchronized hub for family and business wealth building.

FusionPowerTM

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

 


 

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

 

In A Sea Of Sameness Differentiate Your Firm

 

 

 
   
Family Wealth Dashboard

Financial Services Innovation

Family Trust Company Implementation

U.S./International Trust Services

EB-5, 1031 Exchange, Q0Z Fund Administration

Family Cohesion Consulting
Sirote & Permutt, PC

Tax & Estate Legal Counsel
Tax Qualified Planning
Varies By Needs

Client Risk Analysis Software

ESOP Design & Management

Charitable Fundraising Services
Educational Seminar Planning
Life Settlement Services
LS Hub
Captive Insurance Management
Planned Giving Consulting Services

Property & Liability Insurance
Athletes • Entertainers • Other HNW Clients

Fee Only & PPLI/PPVA Insurance

Turnkey Marketing Services
Varies By Needs

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

Business Valuation
Varies By Location

Real Estate Services


Private Banking

 

   

  

To become part of the WEI
Expert Sourcing Team, call: 407-878-3520
 
 
 
 
 
 
 
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.