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A wealth advisory ecosystem synchronized with turnkey modular solutions

Bringing families, their businesses, their advisors and their wealth together

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Your Launch Pad For Future-Proofing Your Practice In This New Age

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Our Wealth Engineering Family Of Companies - "It Takes A Village"

Harmonized with our extended Team of independent Expert Sourcing Firms to
surround the ever-changing ecosystems of Managers of Wealth and their HNW
Clients.





                    

Our Wealth Engineering Community

Serving Over 2,100 Wealth Advisory Firms Encompassing 8,400+ TopTier Advisors

Multi-Family Offices • Insurance & Investment Organizations • Retirement
Planners • Broker/Dealers

Wealth Management Firms • Legal & Accounting Firms • Financial & Estate Planners
• Custodians

Helping Firms Transform Into A New Wealth Management Dimension To Magnify
Success

Helping Rejuvenate The Contours Of Advisory Practices To Become More Agile

In a Sea of Sameness - Brand • Position • Differentiate - Create An Unfair
Advantage

"Future-Proofing Wealth Advisory Practices in the New Age"

Modernizing wealth advisory platforms thru digital transformation

Helping Firms Install New Strategies

Syncing their "practice ecosystems" with the "wealth ecosystems" of their HNW
families and businesses.

Helping Advisors Deploy New Tactics

Evolving their "Centers of Gravity" from "AUM/Product Provider" to "Holistic
Fee-Based Solutions Provider".

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Our OpenOption Practice EngineeringTM Sandbox

"Recalibrate your practice ecosystem to enhance success"



Our Expert Sourcing Team - It takes a "Village"

Equipped with an arsenal of best-of-breed Expert Sourcing Firms, our highly
experienced and multi-disciplined
team of professionals amplify the perpetual value and success of wealth advisory
firms.
 

The Result — Custom Designed Success Blueprints
OpenOption dream engineeringTM interfaced with highly competent advice
and efficient implementation; monitored and refined as needed.

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   Governing Body and Grantor of the following Professional Designations
Chartered Wealth Engineer - ChWE  •  Chartered Charitable Capital Advisor -
ChCCA

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Copyright The Financial Engineering Institute, LLC 2021. All Rights Reserved.