FBR System - Wealth Transfer Specialists (click for homepage)
FBR System - Wealth Transfer Specialists
Enriching Families & Businesses for Generations
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familyIntegrate Wealth Transfer with Family Harmony

Entrepreneurs, Business Owners & Family MembersEntrepreneurs, Business Owners & Family Members

$4.28 billion of family wealth is transferred each year, and yet 70% of businesses never survive the transfer.

Many business owners are making wealth transfer decisions based on tax, legal and financial considerations only, and few include all family members. As a result, business succession planning proves inadequate, leading to the dissolution of the business, family wealth, and family harmony.

The FBR Model aims to change that. Since 1969, hundreds of families and businesses have benefited from the FBR System. See our Team page for information on working with a trained FBR Wealth Transfer Specialist.

  Why should your family work with a FBR Wealth Transfer Specialist? Why should my family work with a FBR Wealth Transfer Specialist?
  You'll benefit from a wealth transfer plan as unique as your family You'll benefit from a wealth transfer plan as unique as your family

Optimal plan for both family and business

  • Wealth transfer plans as unique as your family, encompassing individual and collective needs
  • Secure wealth transfer while maximizing business profitability, minimizing IRS involvement, planning for smooth business succession, and avoiding economic disaster
  • Fair distribution of assets to all intended heirs
  • Trusted, objective advice when facing the complexities inherent in business succession and wealth transfer

Family harmony

  • The entire family has a single, shared vision of the future
  • An open planning process recognizes and encourages family participation
  • Planning focuses on preserving family wealth while meeting the needs of individual family members in the process

Business Continuity

  • The wealth transfer plan assures smoother business transition
  • Successor leadership is identified and mutually agreed upon in advance
  • Future roles of key individuals are identified
  • The risk of loss due to unforeseen circumstances is minimized
  • Owners, employees, customers and creditors are reassured by the existence of a plan for the future

What makes FBR Wealth Transfer Specialists different?
  • Define wealth as more than property
  • Define "the client" as the entire family
  • Facilitate decision-making by giving voice to individual
    and collective concerns
  • Proprietary tools to develop equitable, actionable plans
  • Money-back guarantee with fees determined in advance
  • Specialize in capital-intensive, privately-held businesses

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