Fitzpatricks Private Wealth (Alliance Advisers) is a distinguished business catering to successful family business owners and professionals seeking comprehensive financial management solutions. With a focus on providing a Personal CEO service, the company aims to alleviate the burdens of financial planning and wealth management, allowing clients to achieve peace of mind and clarity in their personal and professional lives. By acting as the conductor of the orchestra, Fitzpatricks Private Wealth guides families towards a harmonized strategy, ensuring that financial and life affairs align seamlessly.
specialising in serving families with net assets of $10-80 million and/or incomes of $750,000+, Fitzpatricks Private Wealth offers a systematic and predictable approach to financial planning. The business caters to a diverse clientele, including successful family businesses in various industries such as farming, tourism, retail, manufacturing, and construction, as well as professionals in health, law, accounting, and senior corporate executives. Through their proprietary Personal CEO program, the company aims to propel clients towards their ideal life, free from regrets and with a clear pathway to preserve and grow wealth for multiple generations.
With a proven track record of guiding families to achieve tremendous outcomes and preserve wealth across generations, Fitzpatricks Private Wealth prides itself on never having had a client divorce. By providing expert guidance on succession planning, asset protection, wealth planning, and philanthropy, the business ensures that clients experience less stress, more peace of mind, and a sense of real achievement. Through their distinctive approach and commitment to client success, Fitzpatricks Private Wealth stands out as a trusted partner in helping families navigate complex financial landscapes and secure a prosperous future.