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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.
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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.
Services We Offer
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1
Consolidated Financial and Cash Flow Planning, Including Net Worth Statement
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2
Comprehensive Tax Planning and Consulting
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3
Estate Plan Review and Recommendations
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4
Fiduciary-Managed Investments Focused on Your Goals and Values
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5
Revocable and Irrevocable Trust Account Administration
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6
Support for Future Generations With Financial Planning Tailored to Their Needs
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7
Review Current and Prospective Alternative Investments and Businesses
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8
Family Financial Coaching, as Desired
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9
Bill Pay and Cash Management Services
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10
Lending and Deposit Services
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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?
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.