FirsTrust

FirsTrust is an independent, fee-only fiduciary registered investment advisory firm serving families and business owners in Florida since 1995. It works with a select group of clients whose wealth calls for coordinated advice across investments, taxes, financial planning, and estate matters. The firm emphasizes accountability to clients, long-term relationships, and collaboration among the family’s professional advisers.

Its services include continuous financial planning, cash-flow and liquidity analysis, executive compensation strategy, and planning for wealth after a business sale. Investment management is guided by a customized Investment Policy Statement and includes asset allocation, portfolio construction, concentrated-stock solutions, tax-aware strategies, and cost control. FirsTrust also provides year-round tax planning, including income-tax projections, Roth conversion analysis, and charitable giving strategies, coordinating implementation with clients’ CPAs. Trust and estate services address beneficiary designations, account titling, trust funding, wealth transfer, and dynasty trust strategies. For more complex needs, its family-office service brings together planning, investment oversight, tax coordination, estate implementation, consolidated reporting, and family governance.