Partnering with clients across Idaho and nationally throughout the US with tax-smart plans for growth, preservation, and legacy.
We deliver personalized, high net worth wealth management that integrates investment management, advanced tax planning, estate and trust design, risk management, and philanthropic giving. We treat every client like family, offering clear education and advice you can trust, so your wealth is preserved, purpose-driven, and positioned for generations.
At Family Tree Financial, our mission is to protect and educate every client as if they were our own family. Guided by our core values of Family, Service, Integrity, Education, and Relationships, and backed by 60+ years of experience, we deliver personalized financial strategies that align your goals with clear, confident action. We take a holistic approach that integrates investment management, advanced tax planning, estate and trust design, risk management, and legacy planning. With the heart of a teacher, we offer transparent, step-by-step guidance so we can pursue your goals together with integrity.
At Family Tree Financial, you receive the personal attention of a boutique, family-first firm, backed by the scale and resources of our member firm and one of the nation’s largest Broker/Dealers. You get a team that knows your goals and treats you like family, while also gaining access to expanded capabilities and advanced resources, supported by strong oversight and modern technology. It’s the best of both worlds: intimate, values-driven service with the strength to support every stage of your financial journey.
Serving Idaho with personalized strategies for growth, preservation, and legacy. High net worth wealth management built around your goals and family values.
No two investors are the same. Your portfolio should reflect your goals and time horizon, tax situation, and risk tolerance, and may also account for concentrated positions, low-cost-basis holdings, or ESG preferences. Because every situation is different, we build a custom portfolio tailored to your specific needs.
In every step of our planning, we take great care to ensure you are being as tax-efficient as possible. In addition to proactive tax planning for life events such as selling a piece of real estate or transitioning your business, we will work with your tax team throughout the year to make sure you are taking advantage of all appropriate strategies.
There are many ways to pursue your charitable goals. Some strategies allow you to retain control of assets, while some strategies require irrevocable gifts. Once we have a clear picture of your objectives, we will educate you on appropriate strategies and guide you through implementation.
Leaving a meaningful legacy to future generations requires an up-to-date estate plan with innovative strategies that address constantly changing laws. In addition to helping you map the most efficient way to transfer your wealth, we offer trust and corporate trustee services to meet your needs.
Conservation goes beyond portfolio risk mitigation. We make sure your plan is safeguarded against litigation, creditors, and health events. We’ll review asset titling, audit your insurance policies, and provide clear recommendations.
Your wealth deserves more than management; it needs a plan that protects today and prepares the next generation. For high-net-worth families in Idaho, we deliver personalized, tax-smart wealth management, working with your CPA and attorney to provide family-first guidance and education.
Schedule your confidential consultation today and see how our Eagle, Idaho team can align investments, tax strategy, estate and trust design, and philanthropy with your goals.
When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided by these sites.
When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided by these sites.
When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided by these sites.
