Advanced Planning for Business Owners and their Families.

Business Advisory Services is FIDERE's holistic estate planning offer for families. Integrate your business and personal plans, maximize wealth, manage risk, and leave a legacy.  This comprehensive planning process uses advanced planning techniques to bring your family value for generations.  

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Get a minimum of 40 hours of service using one professional holding a Masters degree in Tax or Finance, with specializations in accounting and/or business financial experience.