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FFR Advisory LLC




FFR Advisory LLC  is an independent wealth management firm focused on serving families of substantial means who wish to maintain a long term relationship with a firm committed to solving and simplifying complex financial and family issues.
 
Enhancing asset accumulation for the families that employ them is a very important service that their firm provides and their investment management is specifically designed to cater to high net worth families.  Their institutional investment model allows their consultants to assist every family in developing and maintaining a comprehensive and well conceived portfolio structure. The firm's focus on high net worth families has resulted in portfolios managed for trusts, partnerships, foundations, qualified plans and corporations as well as individual portfolios.  Every portfolio is constructed and modified to the specific and unique needs of every client or entity under the family’s care.
 
Combinations of asset classes are modeled to create the proper allocation of each portfolio.  Asset classes included in this analysis are domestic equities of different market capitalizations, non US equities and various fixed income asset classes.
 
Maximizing after tax returns is a critical priority for taxable portfolios.  Since most of the portfolios under their care are taxable and their consultants use various techniques with a goal of maximizing after tax returns.  Harvesting of losses, deferral of gains and selection of tax efficient portfolio managers are critical components of their investment process.
 
The transfer of family assets to heirs in its simplest form involves planning for how much each beneficiary will receive and when.  Complexities develop for families with substantial means as these assets move through the estate and gift tax system to children, grandchildren and charity if desired. The maximum 50 percent estate tax rate for high net worth families represents the highest rate in the US government tax system and managing this future liability is a dominant focus of their firm. 

Working with legal and accounting firms throughout the country, their consultants are constantly involved in the design of advanced techniques to reduce or eliminate the burden of taxes and avoid forced liquidation of assets to meet estate tax liabilities at the death of family members.

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