Family Office

“The team at FSM have always treated me as though I’m their only client.”


FSM Capital Management gives clarity
to family wealth

For over 60 years, we have helped families feel confident in the clear, studied approaches we apply to the issues and complexities that come with multi-generational family wealth.

Overseeing your family assets

We’re more than a navigator—we’re a single-stop servicer of families looking to build, manage, and preserve their wealth for years to come. Our approach to our clients is simple: we’re a partner first and an advisor second. There aren’t any decisions we want to help you make without first applying the breadth of our resources in order to discover what benefits you the most.

Staying closest to family

We administer wealth and oversee growth stages with a firm focus on the estate, governance, compliance and custody know-how. We work directly with you, your representation, your agency or whomever you delegate. Our interests lie in your planning and prosperity, so no configuration of “who does what” may become an obstacle.

We review your family’s financial picture, analyze the efficacy of each asset location, all with a high priority on the preservation of capital. Any constraints or family values that you must maintain are taken into deep consideration.

Expressing objectivity

We’re compensated only by the fee you provide to us as advisors to your family, and no product sales or commissions are ever introduced to our relationship. We maintain strict relationships with our own vendors, ensuring that they follow the same ethical process while working with your portfolio.

David Lightner, CPA, CFP ©

FSM Capital Management, LLC

6060 Parkland Boulevard
Suite 100
Cleveland, Ohio 44124

P: 216-916-8420
F: 216-916-8421