Family Governance Services
- Family Governance Structure
- Advisory Team and Decision Support
- Evaluation and Monitoring of Liquidity and Risk
- Investment Policy Formulation
- Trust and Philanthropic Counsel
- Family Office Support
We strive to align our clients' goals with a greater level of comfort and control while effectively managing their wealth, planning, and investment needs.
Our experience is what sets us apart. Managing Partners Preston McSwain and Jamie Cornell each bring over 25 years of experience in the investment management, trust, private banking, and family office spaces. Their practical experience, combined with the complete FWP team and its research partners, help translate complex terms, products, and solutions into simple terms to enhance both outcomes and peace of mind.
Our experience over multiple market cycles and across different organizational structures places FWP in a unique position to be a trusted counselor for individuals, families, trusts, and foundations.