FBO Strategies LLC is a boutique insurance and estate planning firm. We protect our clients' families and wealth accurately and ethically utilizing our proprietary estate planning process.
FBO Strategeis LLC is proud to be a member Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of Firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. Lion Street Firms gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients. We chose to make a strategic affiliation with Lion Street so that we could advocate on behalf of our clients and enhance the value we provide. In addition to the influential relationships we hold with leading insurance carriers and other financial institutions through our affiliations with Lion Street, we also have access to a powerful peer network for sharing best practices and proprietary technology solutions on the cutting edge of the industry. As a result, we are able to offer our clients the most competitive solutions and products available.
We love our customers, so feel free to visit during normal business hours.
1700 Bedford Street, Stamford, Connecticut 06905, United States
Monday - Friday: 9am - 5pm
Saturday: By appointment