Mission Statement & Philosophy
"We provide our clients with peace of mind, freedom and time." We achieve this by adhering to the following operating principles:
Our client's financial affairs are held in the utmost confidence. We do not discuss any aspect of our client's affairs without their prior authorization.
Our client's best interests are served when they and their advisors have access to accurate and timely financial information.
Our clients are entitled to receive services, information and recommendations that are devoid of any bias, slant or conflict of interest. We provide uncompromised objectivity and devotion to the best interests of the client.
To maintain objectivity, we do not accept commissions, referral fees, contingent fees or any other type of compensation that could influence our opinions.
Our clients are sophisticated and understand that "one-stop shopping" for financial services does not give them access to the best and brightest in each of the specialized financial disciplines. They prefer to select from the best advisors available. We respect the confidence the client has placed in those advisors.
Our clients deserve a level of responsiveness that exceeds what they have experienced from any other organization.
The Company
Falcidian, LLC, is a specialized firm of CPAs devoted to simplifying the financial lives of affluent families and individuals. Our company acts as the personal CFO for our client families. We provide valuable information needed for financial decision making, wealth creation and wealth preservation. By coordinating the efforts of a family's attorneys, bankers, investment managers and other professional advisors, we are able to provide our clients with the big financial picture.
We routinely exceed client service expectations and provide uncompromised objectivity and devotion to the best interest of our clients. These families can focus on what is important to them, knowing that their financial house is in order and that problems can be resolved with a simple phone call. Each solution is customized to meet the needs of the client.
Falcidian employs a select group of financial professionals who possess a high level of honesty, integrity and experience.
Note to Financial & Legal Professionals
The IRS has recently been successful pulling FLP assets back into decedents' estates based on the taxpayer's failure to properly execute and administer the FLP. All the planning is wasted if the entity is not properly segregated and administered. Falcidian implements and administers FLPs, FLLCs and other entities for our clients.
Falcidian is dedicated to independence and cooperation with other professionals. Whether you are an investment advisor, CPA, attorney, manager or managers, banker, trust officer or any other financial professional, you can be assured that Falcidian is dedicated to preserving and bolstering your existing client relationships. Your referrals are greatly appreciated and your client relationship is sacred to us.
Client Satisfaction
Our reputation is built upon a foundation of satisfied clients. Our goal is your complete satisfaction, nothing less. Whether we're preparing financial statements, dealing with the IRS or providing any other financial assistance, we have your best interests in mind.
