Executive Wealth Management was founded by Ms. Tatiana Faurer. As a member of a family of physicians, Ms. Faurer became concerned about the state of affairs of the family asset protection and wealth management activities since guidance in these areas seemed to be lacking. Additionally, she was alarmed when her research revealed many lawsuits against doctors, many of them frivolous. Tatiana started to investigate the laws regarding asset protection and after months of due diligence she came to the following conclusions:
1. Many strategies existed that she was not aware of.
2. She thought her advisors, i.e. attorney, accountant, and financial people, were effectively handling their responsibilities on behalf of the family. She found they were not only lacking in this regard, but at best, were just average in their attention to details and results.
3. There was a major disconnect between her and her advisors. More importantly there was nobody coordinating the efforts of all her advisors on her behalf. Their efforts were not integrated and therefore there was no synergy affecting the bottom-line results.
She concluded that something drastic needed to be done immediately. She embraced the role of coordinator and began working as an advisor to her advisors. Not only were her goals achieved, but she also discovered additional service areas that could provide significant value added assistance to physicians, businessmen, athletes and their families.
Ms. Faurer founded Executive Wealth Management for the purpose of serving physicians and executives and their families as an "Advisor to their Advisors". Executive Wealth Management oversees, coordinates, and integrates the affairs of its clients; one stop wealth management made simple. The vision is to make available comprehensive advisory services for the physicians and their families and serve as a high-end concierge.
Ms. Faurer ultimately recruited experts to assist her in accomplishing her vision.
Dr. Soria is a graduate of the Ohio State University College of Medicine and completed a residency in Emergency Medicine at the Cleveland Clinic, where he served as Chief Resident. Upon completion of his formal training, Dr. Soria was recruited as an Associate Regional Medical Director for EmCare, Inc. where he specialized in new contract startups. He was then promoted to Regional Medical Director of Florida overseeing medical affairs for EmCare contracts as well as serving as Medical Director for their two key contracts, Good Samaritan Hospital and Saint Mary's Hospital in Palm Beach, Florida. Please click on Dr. Soria for his complete biography.
Dr. Provo graduated from the University of Florida College of Medicine and completed a residency in Emergency Medicine at the University of Chicago. Dr. Provo is Board Certified by the American Board of Emergency Medicine and has been elected a Fellow of the American College of Emergency Physicians. In addition, Dr. Provo holds a Masters of Health Care Management degree from Harvard University.
Dr. Provo began his management career as Medical Director of Emergency Services at Deering Hospital in Miami, Florida for InPhyNet Hospital Services. He was subsequently recruited by EmCare to become the Regional Medical Director for the Northeastern US providing Medical Affairs management for 10 states. He was then promoted to Regional Vice President for the Mid-Atlantic region where he was responsible for all operational aspects of 10 emergency departments with an annual operating budget of $30 million. Please click on Dr. Provo for his complete biography.
Harvey Stein is our own resident "rocket scientist" with a Bachelors and Masters degree in Electrical Engineering. Mr. Stein developed systems for the "LEM", the first "Lunar Excursion Module" that landed on the moon back in 1969. With his "Top Secret" clearance, he subsequently developed missile counter measure systems to protect our tanks at war and radar guided bombing devises that were used in Viet Nam.
In 1975, he decided to direct his talents towards counseling people in the Financial Services field. During the last 30 years he has had a fulfilling and diversified career in Executive Benefit Design, Asset Protection, Tax and Financial Planning.
Mr. Stein's expertise is in the areas of Executive Benefit and Compensation Design, Business Transition Planning, Employee Benefit Planning, Asset Protection, Wealth Preservation, Tax Reduction, Leveraged and Tax Advantaged Wealth Accumulation, Retirement and Pension Planning, Charitable Planning, Estate and Financial Planning, and Insurance and Investments. Please click on Mr. Stein for his complete biography.
Stuart Morris, Board Certified Attorney, Certified Public Accountant
Stuart R. Morris is a member of the Florida Bar and American Bar Associations. He is Florida board certified in Wills, Trusts and Estates and Elder Law. Mr. Morris is also a licensed Certified Public Accountant. He is a member of the Florida and American Institutes of Certified Public Accountants, and the American Association of Attorney-Certified Public Accountants.
Mr. Morris is sought after as a featured speaker on national and local levels. He has spoken on Asset Protection, Estate Planning and Special Needs Trusts to the New York State Bar Association, Stetson University Law School, National Academy of Elder Law Attorneys, the Florida Bar, the North Carolina Bar Association, many chapters of the Estate Planning council, The FICPA, The New York Bar, Merrill Lynch, Smith Barney, Wachovia, UBS and many local corporate and charitable organizations. Please click on Mr. Morris for his complete biography.
Frank A. Barbieri, Jr., Attorney, Estate Planning, Wills, Trust, Probate, Guardianship, and Real Estate
Mr. Barbieri, originally from Akron, Ohio, is licensed to practice law in both Florida and Ohio. Formerly affiliated with Woods, Oviatt, Gilman, Sturman and Clarke, a Rochester, New York-based law firm, which maintained a Florida office in Boca Raton until 1995.
Mr. Barbieri is a frequent lecturer and guest speaker and is currently participating or has in the past participated in the following programs:
- Adjunct Professor, "Wills, Trusts and Estate Planning", Florida Atlantic University Institute for Legal Assistants - Lecturer Financial Strategies for Successful Retirement, presented to Motorola Employees & sponsored by Motorola Human Resources Dept. - Instructor, "Wills, Trusts and Probate", Adult Education programs at Olympic Heights Community High School, Spanish River Community High School and Loggers' Run Community Middle School Please click on Mr. Barbieri for his complete biography.
Executive Wealth Management provides integrated "best-of-breed" services, geared to the needs of physicians and business professionals throughout the business community. These services include Asset Protection, Wealth Management and Distribution, Practice Management and Consulting, Insurance and Investment Planning, Full Service Accounting, Legal Services, Estate Planning, Commercial and Residential Real Estate, Estate Home Building and General Construction, and Concierge Services. The details of these offerings can be reviewed by clicking on the topic on the left margin of this page.
We hope you find the information on our Web Site useful and look forward discussing your business and family needs and the cost-effective solutions we can offer.
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