Firm News & Updates
Fee-Only Fiduciary Financial Advisors in Florida
Your Trust Isn't Given.
It's Earned.
Stewards of your wealth. Accountable to your legacy.
FirsTrust serves families whose success has outgrown ordinary advice. Our independent, fee-only FinancialTeam of fiduciary specialists is built for the depth, continuity, and clarity that multigenerational wealth demands.
FirsTrust at a Glance
- 100%
Independent and Fee-only
- 1995
Serving Families Since
- 97%
Client Retention Rate
- 32+
Average Years of Advisor Experience
Disclaimer
Client retention rate for calendar year 2025. Calculated as (client households at year end minus new clients acquired during the year) divided by clients at year start. Last updated 2/7/2026.
As Featured In
We answer questions like:
How do I make sure what I've built protects and uplifts my family for generations?
For
Specializations
Built for decisions that connect tax, investments, and estate planning.
Tax planning for complex wealth must be ongoing, not annual. We run multi-year projections connecting income, investments, retirement, and estate planning, then coordinate execution timing with your CPA. Every decision accounts for what's ahead, and the plan adapts as markets, laws, and life change.
Learn moreYour portfolio is governed by a custom Investment Policy Statement built by a Chartered Financial Analyst around your goals and risk capacity. Your investment advisor executes within that framework, coordinating loss harvesting, asset location, and cost control directly with your CPA.
Learn moreEstate plans break down when documents and real-world implementation drift apart. We keep titling, beneficiaries, and trust funding consistent across accounts and entities. For families with advanced complexity, we align dynasty trust and generation-skipping strategies with your investment and tax plan.
Learn moreRetirement at this level is about dependable after-tax cash flow and preserving flexibility. We coordinate withdrawal sequencing, required distributions, and Social Security timing so distributions, conversions, and portfolio decisions work together. The income plan aligns with your estate strategy.
Learn moreA dedicated team of specialists coordinating your family's planning, investments, tax strategy, and estate implementation with the discipline of a private family office. The depth and cadence your level of wealth requires.
Learn moreTax Planning
Tax planning for complex wealth must be ongoing, not annual. We run multi-year projections connecting income, investments, retirement, and estate planning, then coordinate execution timing with your CPA. Every decision accounts for what's ahead, and the plan adapts as markets, laws, and life change.
Learn moreInvestment Management
Your portfolio is governed by a custom Investment Policy Statement built by a Chartered Financial Analyst around your goals and risk capacity. Your investment advisor executes within that framework, coordinating loss harvesting, asset location, and cost control directly with your CPA.
Learn moreTrust & Estate
Estate plans break down when documents and real-world implementation drift apart. We keep titling, beneficiaries, and trust funding consistent across accounts and entities. For families with advanced complexity, we align dynasty trust and generation-skipping strategies with your investment and tax plan.
Learn moreRetirement Income Strategy
Retirement at this level is about dependable after-tax cash flow and preserving flexibility. We coordinate withdrawal sequencing, required distributions, and Social Security timing so distributions, conversions, and portfolio decisions work together. The income plan aligns with your estate strategy.
Learn moreFamily Office
A dedicated team of specialists coordinating your family's planning, investments, tax strategy, and estate implementation with the discipline of a private family office. The depth and cadence your level of wealth requires.
Learn more
Adi Dassler — Founder of Adidas
FirsTrust served as independent advisors to the Dassler family, founders of Adidas. We are not affiliated with the publicly traded company, Adidas, Adidas AG or its subsidiaries.
Case Study
Designing a Multigenerational Family Office
In 2014, the Dassler family chose FirsTrust to build a private Family Office with global investment access and independent oversight. The Adidas legacy wealth for three generations was later managed through the Adi Dassler Family Office, engineered by the “good thinkers” at FirsTrust.
Ready to see if we're the right fit?
If your wealth has grown beyond what simple advice can manage, we should talk.
Articles, Insights & More
Tax strategy, estate planning, and investment perspectives for high-net-worth families
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