Our Process

Family Wealth Management Process (FWMP)

As the CEO of your family, you know what your goals and plans are for the future. However, you rarely have the time and reference points to make the needed decisions and then commit the time and energy to properly implement those decisions.

Schubert & Company comes alongside our clients in a highly collaborative process as the “Family CFO” to provide education and framework for critical decisions, hands on management of the details, and on-going assistance in monitoring and adjusting your family’s plan as life moves forward.

Schubert & Company’s services are always “Fee Only,” meaning we receive 100% of our compensation comes directly from you, the Family CEO, ensuring complete objectivity in the recommendations offered by us, your Family CFO. We receive no compensation from any outside product or service providers based on our recommendations.

We frequently find our services are “free” to many of our new clients, as they often are paying the fees we charge to other financial product providers, but rarely receive the personal and comprehensive attention offered through our Family CFO structure.

If you would like to have a complementary consultation with us to review your personal situation and discuss the potential benefits of engaging Schubert & Company as your family’s CFO, please contact our office at 972-422-1010. We look forward to assisting you.