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