Private Wealth
FBR Capital Markets provides comprehensive private wealth management services to high net worth individuals, families and foundations through FBR Investment Management, Inc., its SEC registered investment adviser, and FBR Capital Markets & Co.1
The Private Wealth group, which is comprised of professionals with accounting, legal, compliance, private banking and institutional asset management experience, specializes in providing investors with customized financial solutions and access to select investment management and brokerage products and services.1
Private Wealth professionals work together in defined teams, responding with specialized skills to the specific wealth management needs of each client. Addressing liquidity and financial planning issues for holders of substantial ownership interests in privately-held and public companies is an important area of specialization. Our full range of client services includes:
- Assistance in addressing liquidity and financial planning issues relating to restricted and Rule 144A stock sales and stock option execution2
- Access to FBR proprietary alternative strategies and deal flow2
- Best-of-breed third-party traditional investments
- Liquidity management – monetization and cash management services
- Stock option plan design and management
- Open architecture asset allocation
- Concentrated stock strategies
- Risk-managed portfolio construction
- Portfolios run on a non-discretionary basis with goals of wealth preservation, financial performance and wealth accumulation
- Estate management, wealth transfer strategy and tax planning
1) Brokerage products and services provided by FBR Capital Markets & Co.
2) Brokerage execution and investment banking services may be provided by FBR Capital Markets & Co.
Private Wealth Leads
- Edward M. Wheeler
President and Chief Operating Officer of FBR Investment Management, Inc. (FBRIM) and Head of FBR Asset Management Holdings, Inc.
