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Kochis Fitz, more than any other firm, pioneered the wealth management industry in the United States, while Quintile led the development of the fully integrated family office. Together as Aspiriant, we offer unsurpassed resources, expertise and wealth management capabilities for high net worth individuals and families across the country.
Unlike many other wealth management firms, we are 100 percent owned by our key employees, with 30 equity partners in all. This ownership structure ensures our stability and independence for generations to come. Because we are owned by our employees, Aspiriant is unmoved by the winds shaking many of the nation’s banks and brokerages. As a result, when Aspiriant develops client strategies, you can be assured that it is based on completely objective, rigorous research and analysis—and designed to achieve your unique goals.
Aspiriant’s CEO Rob Francais and Chief Operating Officer Tom Tracy and many members of Aspiriant’s wealth management team have decades of professional experience. Serving thousands of clients throughout the United States for more than 35 years, Aspiriant’s professionals have devoted their careers to helping clients achieve their goals.
Aspiriant, its predecessor firms, and their principals have a long and rich history of advancing the wealth management profession in the US and around the world:
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Founded and staffed the University of California Personal Financial Planning education program (beginning in 1980) |
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Supervised development of the comprehensive Certified Financial Planning examination (1991) |
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Led the CFP Board of Standards (Board participation 1985-1996; President 1995) |
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Led the profession’s charitable arm, the Foundation for Financial Planning (Board participation since 2000; Chair 2004) |
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Led the international CFP certification authority, the Financial Planning Standards Board (Board participation 2003-2005; Chair 2005) |
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Led the professional association, the Financial Planning Association (Board of Directors 2004 - 2007) and |
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Chairs the International Advisory Panel for the Financial Planning Standards Council of China |
We bring this unparalleled industry experience and the exceptional professional insight that it gives us to greatly benefit our clients. We are committed to intelligent planning through client education. We cultivate unconventional wisdom…as long as it truly is wise. We coach our clients to take a global perspective, both in terms of the broad array of their planning options and in the geographical exposure of their portfolios. Most important, we are proactive in service of our clients’ needs and in our efforts to help them achieve their aspirations. |
