Fulcrum Family Office prides itself on our core values of Independence, Transparency, Dynamic Teamwork, and Performance.
Fulcrum is a leading global Multi Family Office, providing sustainable solutions for wealthy families with complex requirements. We provide wealth management services to ultra high net worth families, their trusts, and their family companies.
Our advisers aim to learn about your family, understand your financial objectives and, together with you, will decide on and implement a strategy on how best to manage your family's wealth in your best interests.
Fulcrum has a global network of dedicated business partners, who provide high quality professional services to our clients. We collaborate with an extensive network of service providers around the globe in the fields of fiduciary management, legal matters, custodianship, taxes, real estate, accounting, private equity and asset management. All of our partners share similar values and together put unprecedented control, power, knowledge and opportunity squarely on a family's side of the table. This network is being expanded on a continuous basis.