Financial Partners FP Ltd.

Overview

Financial Partners FP Ltd. is an active Liechtenstein Aktiengesellschaft headquartered in Vaduz. The entity was created on August 22, 2005, according to its LEI record, under LEI 391200MJJS4PFBQTTK15.¹ The firm describes itself as an independent adviser delivering tailored strategic wealth advice to international clients.²

History

The firm states that it has held a Liechtenstein Financial Market Authority concession since 2007, enabling investment advisory and asset-management services across the European Economic Area.¹³ Spain’s CNMV lists Financial Partners FP Ltd. as an EEA investment-services firm operating under free provision, with official registration number 3257 dated September 4, 2012.¹⁴

Timeline

1. 2005The entity was created on August 22, 2005, according to its LEI record, under LEI 391200MJJS4PFBQTTK15.
2. 2007The firm states that it has held a Liechtenstein Financial Market Authority concession since 2007, enabling investment advisory and asset-management services across the European Economic Area.
3. 2012as an EEA investment-services firm operating under free provision, with official registration number 3257 dated September 4, 2012.

Leadership

Alberto F. Galasso is identified on the firm’s current website as Managing Partner.¹²

Services

Strategic wealth advice covers investments, succession, pensions and taxes.³ Investment advice reviews a client’s complete balance sheet, including securities, real estate, art, vehicles, private-company interests, mortgages and other liabilities.⁴ The firm develops personal wealth strategies from consolidated asset overviews to support wealth protection and growth.⁵

Succession services include reviewing family circumstances, coordinating with lawyers and specialists, and supporting wills and executor arrangements.⁶ Tax services focus on improving after-tax returns, structuring assets within country-specific rules and coordinating with tax advisers.⁷ Pension planning includes reviewing insurance arrangements and creating tailored strategies for retirement, illness and accident risks.⁸

Its family-office offering includes wealth structuring, real-estate financing, investment controlling, asset management, fiduciary services, legal coordination, inheritance matters, trademark protection and relocation support.⁹ Family-office clients can also receive support with family governance, succession, philanthropy, custody, reporting, administration and strategic asset allocation.¹¹

What the firm offers

• Investment management
• Tax planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments
• Retirement planning
• Cross-border planning

Client Focus

The firm serves international clients seeking coordinated wealth advice across investments, family matters, taxation, retirement planning and broader asset-management needs.²³ Its family-office work is designed for clients who want personal advice and coordinated specialist services across multiple areas of family wealth.¹⁰

Approach

Financial Partners FP Ltd. says two partners provide personal family-office advice and coordinate specialist services into a single tailored package.¹⁰ Its investment process considers the full balance sheet, while its wealth strategies use consolidated asset overviews to guide protection and growth.⁴⁵

FAQs

Related resources

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• Network siteOffshoreTrusts.com

  These guides explain offshore and international trust structures, fiduciary roles, and cross-border asset planning questions. They can help an international client prepare for discussions about trusts, tax considerations, family governance, philanthropy, and the administration of assets held across jurisdictions.

• GuideLife events that trigger a change

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• GuideOutsourced CIO vs multifamily office

  This comparison explains how an outsourced chief investment officer differs from a multifamily office in mandate, scope, and day-to-day involvement. A business owner or family can use it to clarify whether investment oversight alone is sufficient or whether broader support, including tax planning, administration, retirement planning, and family education, is needed.

• Similar firmsCREA Trust reg.
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  Profiles of CREA Trust reg., Kaiser Partner, and Mandorit AG offer additional points of reference when reviewing firms serving international families and owners. Comparing their stated services, locations, and areas of focus with Financial Partners FP Ltd. can help a reader define questions about fiduciary work, investments, governance, and cross-border support.

Sources

1. LEI record for Financial Partners FP Ltd.
2. Financial Partners FP Ltd.
3. Strategic wealth competencies
4. Investment advice and complete balance-sheet review
5. Personal wealth strategies
6. Succession services
7. Tax services
8. Pension planning
9. Family-office services
10. Family-office partner model
11. Family-office support areas
12. Managing Partner listing
13. Liechtenstein concession statement
14. CNMV foreign investment-services firm register

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.