Founded in 2016, FigTree set out to empower entrepreneurial families to navigate the intricate challenges of wealth management. We understood the need for a trusted advisor to cut through complexity and provide clarity and stewardship.

Today, we deliver personalized guidance and sophisticated strategies to simplify financial affairs across jurisdictions and generations. By consolidating global expertise with on-the-ground understanding, we enable families to focus on fulfilling their vision.

As our clients' trusted partners, we listen first to understand their values and priorities. Then we provide customized solutions that address complex planning needs and evolving investment horizons.

Whether managing wealth, working on establishing family governance, tackling business succession planning, or ensuring a family’s legacy has an impact - we offer creativity amid complexity. With transparency and care, we help steward our clients' legacies.

Led by a dynamic team deeply focused on service excellence, our innovative culture embraces technology. Yet relationships come first, which is why cutting-edge systems support our expert advisors instead of replacing them.

FigTree Financial

Daniel Farmer

This department provides expert financial guidance and investment strategies to clients.

Investment Advisory

This department provides strategic direction and oversight for the organization, guiding its vision and growth.

Executive Leadership

This department focuses on managing investment strategies and overseeing financial and treasury operations.

Investment and Finance

This department specializes in providing life insurance products and services to clients.

Life Insurance Division

This department manages the organization's operational processes and oversees investment strategies.

Operations and Investment

This department focuses on driving revenue and promoting the organization's products and services through strategic marketing and sales initiatives.

FigTree Financial

Org chart

Teams

Investment Advisory

Executive Leadership

Investment and Finance

Life Insurance Division

Operations and Investment

Sales and Marketing

Offices

FigTree Financial

Org chart

Teams

Investment Advisory

Executive Leadership

Investment and Finance

Life Insurance Division

Operations and Investment

Sales and Marketing

Offices

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