Reserve

family office services

It starts with you

Our Family Office Services start with your values and goals. We seek to understand your story — we don’t have a one-size-fits-all solution.

We construct a suite of customized service offerings based on what is important to you. As your needs change, we adapt to meet them.

WE’RE HERE TO HELP

No family is the same. Each has its own dynamic. Our relationship with you will be tailored to meet your unique needs as well as those of your loved ones. We are uniquely positioned to help you at any stage of your financial journey and are ready to adapt as your needs change.

How We Help

how we help

Creating Simplicity

There’s no need to burden yourself with the stress and day-to-day management of your complex financial picture. We can serve as a liaison between you and your current team of outside advisors.

How We Help
FNB Reserve was designed as a standalone division of First National Wealth Management to serve the needs of high-net-worth and ultra-high-net-worth families. Our team of highly credentialed wealth management professionals is dedicated to serving you.

Services We Offer

  • 1

    Consolidated Financial and Cash Flow Planning, Including Net Worth Statement

  • 2

    Comprehensive Tax Planning and Consulting

  • 3

    Estate Plan Review and Recommendations

  • 4

    Fiduciary-Managed Investments Focused on Your Goals and Values

  • 5

    Revocable and Irrevocable Trust Account Administration

  • 6

    Support for Future Generations With Financial Planning Tailored to Their Needs

  • 7

    Review Current and Prospective Alternative Investments and Businesses

  • 8

    Family Financial Coaching, as Desired

  • 9

    Bill Pay and Cash Management Services

  • 10

    Lending and Deposit Services

WHAT WE WON’T DO

Sell you things you don’t need

Many firms look at high-net-worth families as targets for high-cost products and services. That’s not the way we think. Our goal is to make sure you have everything you need and nothing you don’t.

Tell you what you want to hear

Your lives are complicated enough. Our goal is to make things simpler. We believe the core of your financial life should be consistent and easy to understand. We will ensure that you do not lose sight of your goals.

Frequently Asked Questions

Please see the answers to some of our most common questions.

Have a different question?

Contact Us

Can FNB Reserve help me even if I don’t live in South Dakota?

Yes! We work with clients throughout the United States, offering a combination of remote and in-person meetings.

Can I still work with my other advisors?

Absolutely! We will serve as a liaison between you and your current team of outside advisors.

Does FNB Reserve have asset minimums?

We do. Given the comprehensive, high-touch nature of this offering, we start our relationships at $10 million of investible assets, or an interim flat fee arrangement commensurate with our services (in pre-liquidity event situations).

How does pricing work?

We offer one family fee structure to reduce costs for everyone, with full transparency and zero hidden fees. This results in significant savings for our clients. Paired with low-cost investment options, we offer tremendous value for the entire family.