History
Erik Falconer founded Falconer
Asset Management in 1998. After progressive
growth, the firm was restructured as a multi-family
wealth office in 2003 under the name of the Falconer
Group. The new moniker reflects the more
focused expertise and range of unique servies
that the firm has developed over the years as
well as the greatest interests and passions of
Erik and his wife. |
Erik
Falconer, CFA, CFP®
President |
Creating
Teams
At Falconer we work with families
to unite their already trusted lawyers, accountants
and counselors. When needed, we also have our
own network of specialists in such areas as law,
accounting, grant-making, family dynamics and
business succession planning. We work with families
to create optimal teams who can collaborate together
on behalf of the families mission and values. |
