Properly & Ethically Protecting Families & Their Wealth


For the Benefit Of

Our mission is to help our clients plan for those who are most important to them

Our Process

FBO Strategies LLC has built a proprietary estate planning process. Protects against the negative impact of life's events.  Makes sure there are enough assets to support their lifestyle. Transfer their assets to those that are most important to them. 


Protect What You Have

Plan to Have Enough

Transfer to Those You Love

Other FBO Services

FBO Coaching

Personal financial coaching surrounding your finances not your assets

Find out more

FBO Consulting

Helping financial firms build an ethical insurance practice

Find out more


Contact Us

Better yet, see us in person!

We love our customers, so feel free to make an appointment at your place or ours.

FBO Strategies LLC

1700 Bedford street, suite 203, Stamford, CT 06905

(203) 564-9984


Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed

Drop us a line!