Keith Friedman's Contact Details

Keith Friedman's Company Details

Fbo Strategies

Stamford, CT, US • 5 - 9 Employees
Financial Services

FBO Strategies LLC is an ethical insurance and estate planning, delivering bespoke solutions to high-net-worth and ultra-high net worth clients with a strong financial and ethical approach to our planning. Building an ethical practice means utilizing a fiduciary standard in working with our clients by being independent and transparent. We deliver our process through two different distribution channels. Many of our clients engage us through one of our trusted advisors. Additionally, we help many other firms offer our proprietary process to their clients. Ensuring their clients get the best advice and service, therefore, deepening their relationships. Services:Families:• Estate Planning• Protecting against the impact of life's negative events• Protect and create wealth to maintain your lifestyle objectives•Transitioning your wealth to family and heirs • Risk Management• Transferring personal asset risk• Strategically developing asset allocation models across all asset classes• Assets that are uncorrelated to markets• Guaranteed returns Businesses:• Business succession planning• Risk transference – Property and Casualty advisory• Employee benefits advisory• Risk avoidance• Executive compensation• Executive benefits• Key person planning