Febert & Associates - Where Family Comes First

Febert & Associates, LLC

Febert & Associates, LLC (F&A) specializes in providing comprehensive family office services to select individuals, families and dedicated single family offices. Based in Pittsburgh, PA, we serve business owners, corporate executives, dedicated single family offices and multi-generational families across the country. We currently work with individuals and families on both the east and west coast, and our Pittsburgh location enables us to provide a cost effective solution to our clients.

F&A is managed by its founder, John Febert, a CPA with over 20 years’ experience working with both dedicated single and multi-family offices. We have developed a comprehensive service offering that incorporates the best practices from both dedicated single and multi-family offices. We are committed to developing long-term relationships with our clients based on trust, outstanding compliance and planning, and a level of personal service unmatched in the industry.

Families often bring a myriad of concerns to the table, and we look forward to working with them and their trusted advisors in developing a comprehensive, holistic plan that coordinates the income tax, insurance, cash flow, estate tax, budgeting, and business succession issues into one integrated plan.

We offer an “a la carte” menu of services that includes: CFO services; Bookkeeping & Accounting services; Income tax compliance and planning; Bill paying; Family meetings; Estate planning; Family governance & Business succession planning; Philanthropy consulting; and an Online document repository.

Clients can choose one, several or all of the above services. To the extent clients already have relationships with long-term trusted advisors that provide some of the above services, we complete the client’s advisory team by assuming responsibility for the functions not handled by the other advisors. We have had great success in working closely with clients’ current advisors in developing integrated financial plans using a team approach.