FullArc provides clients with appropriate, actionable advice that puts them in position to achieve their goals.

What We Do

Wealth Management


FullArc advises entrepreneurs, families and foundations on all aspects of generational wealth planning and philanthropy.

  • Unbiased investment advice 
  • Financial planning, cash flow analysis
  • Portfolio construction 
  • Trust and estate planning 
  • Risk management

Family Office Services


FullArc provides consulting and formation services to Family Offices.

  • Evaluation of clients' current financial situation
  • Investment Policy formulation and implementation
  • Consolidated reporting
  • Philanthropy
  • Coordination and management of other advisors (tax, accounting, legal)

Retirement Plan Consulting


FullArc offers pension consulting services to employee benefit plans and their fiduciaries.  

  • Act as Investment Advisor Fiduciary
  • Existing plan review and analysis 
  • Advice regarding fund selection and investment options 
  • Education services to plan participants
  • Investment performance monitoring