Case Studies

For us, this job is personal. We care about our clients, so we really get to know how you think and prioritize. That way we can give you and your portfolio the individual attention and customization you deserve.

Click the images below to read some examples of how our expertise has helped our clients.

FBB Casestudy
Dream Tuesday? Crabbing on the bay with the grandkids. It's personal.

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FBB Casestudy
Giving more to protect frogs against a global epidemic. It's personal.

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FBB Casestudy
Contemplating Coq Au Vin Instead of the Composite Index? It's personal.

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FBB Casestudy
Assembling a Winning Team.

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FBB Casestudy
Personal Wealth Planning and a Family Business.

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FBB Casestudy
Estate Planning for a Same Sex Couple.

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