Your Financial Stability
Family Fortune Financial is a firm focusing on helping our clients to avoid over paying taxes, hidden fees, and commissions. We hold your hand through the navigation of your taxes, accountants, lawyers, financial advisors, and business consultants to provide you with the financial stability you deserve.
Clients that work with us find themselves in one or more of these circumstances:
- Are you paying more than $100,000 in tax?
- Have you outgrown your current financial team?
- Do you need to minimize taxes from a business sale?
- Are you wondering how to keep your family financially stable?
- Do you need to ensure your financial legacy remains with your family?
Family Fortune Financial rests on four pillars that provide our customers with the best possible experience.
Fiduciaries have the obligation to ensure their recommendations are appropriate each day as opposed to the brokerage standard, which only states that the recommendation is suitable the day it’s recommended. Fiduciaries also cannot charge commissions ever. There must be no conflicts in any financial relationship – no hidden fees or commissions to incentivize against what’s best for the client. Most people have an obligation to who pays them. A fiduciary ensures that nothing gets between the advisor and client relationship.
Transparent PracticeFor dynamic planning, clients must see all their assets and performance updated in real time. We use a world-class technology platform that captures all investments regardless of where they’re held – from market investments to real estate to company retirement plans. We also create a virtual fire box to safeguard legal tax and insurance documents. We help clients efficiently manage all of their financial affairs from one secure location. This makes planning and goal tracking clear to all the involved parties.
Innovative AccessOne area that distinguishes Family Fortune Financial is our ability to source unique and profitable investment opportunities. We create and provide direct access to private equity, real estate, cryptocurrency, and energy opportunities. Many of these items are much more expensive or unavailable elsewhere. We have multiple partners constantly researching and finding investments from all over the globe. Many options have favorable tax treatment, which is a true highlight for our clients, with tax as a primary concern.
We understand the benefit of bringing open-minded and dynamic people together. While we have employees that serve on boards and give to local and global charities, we also strive to serve the community by bringing top-level tax strategists and executives to town through our Red Carpet Charleston event series. This dynamic social event invites lifelong learners to meet and collaborate with other relevant and talented people in the community while also learning bespoke strategies for building wealth.
Erik began his financial services career while still in college at the University of California – Los Angeles. After training advisors and updating the financial interface and planning systems, he managed the Rolling Hills and Glendale, CA branches of a Morgan Stanley predecessor firm. He moved to Charleston to work at Wells Fargo Advisors as a Financial Advisor.
His desire to provide his clients with the best solutions motivated him to create a fiduciary multi-family office for high net worth families.
Erik has a passion for education. A frequent speaker at local offices and events, Erik was a member of the faculty at UCLA Extension where he taught classes on the Art and Science of Investments and the Fundamentals of Investing for the Financial Certificate program. He also is active in the community, serving on the board of the Storm Eye Institute – an organization focused on supporting one of the preeminent optical teams in the Southeast.
Erik is the founder of Red Carpet Charleston. This is an invitation-only event series for new residents to quickly integrate into the fabric of Charleston – both professionally and personally. Focusing on high-level executives and decision-makers who are new to the area, the series is designed to provide meaningful introductions, connections and recommendations with established leaders in the community.
In addition to the BA in English he earned at UCLA, Erik also received an MBA from the University of Southern California. He was a member of the UCLA Volleyball team and the Youth Olympic Volleyball team – winning a Gold Medal during an international competition in Canada. He’s also an amateur magician and a member of the Academy of Magical Arts in Hollywood, CA. Erik resides in Mount Pleasant, SC with his wife Hollyann, two daughters, Savannah and Annabelle, and two sons, Joshua and Jonathan.
Chief Market Strategist
Pascal serves as the Outsourced Chief Market Strategist for Family Fortune Financial LLC, on behalf of SMArtX Advisory Solutions. Pascal is the Chief Investment Strategist at SMArtX Advisory Solutions and is responsible for managing SMArtX’s industry-leading OCIO products, practices, and services.
He was previously was a senior financial analyst at Mercer Park LP, a family office focusing on the acquisition of alternative investment entities. Before joining Mercer Park LP, Pascal was the chief risk officer and the director of quantitative research for the Rock Maple Funds, a fund-of-hedge-funds manager. At Rock Maple Funds, Pascal developed an investment “roadmap” for hedge fund of funds portfolio construction and risk management, based on the concepts of Omega. Pascal was a frequent speaker at hedge fund conferences, seminars and round table events, both domestic and abroad. Previously, Pascal was the director of risk management at Pine Grove Asset Management. His past experience includes working at JP Morgan Securities; there he developed an investment/risk methodology known as Risk Appraisal Drives Absolute Returns (“RADAR”) and assisted in the portfolio construction process and manager due diligence for the creation of fund-of-hedge-funds products. Earlier in his career, he also developed and expanded the hedge fund advisory services for the bank’s Geneva office. It is at JP Morgan that Pascal developed the “Hedge Fund Cycle Map”, a macroeconomic-based approach to evaluate hedge fund strategy performance. Prior to JP Morgan, Pascal was a fund manager at Deutsche Bank (North America and Southeast Asia Equity Funds), and at Lloyds Bank (Global Fixed Income Fund). At both institutions, Pascal was a member of the investment committee, responsible for the USD denominated managed accounts.
Pascal received a BA and an MBA from The American University, Washington, DC.
Chief Compliance OfficerAs Director of Business Development, Joe McQuaid is focused on finding new opportunities for clients in addition to leveraging resources for thought leadership. Together, these responsibilities position Joe at the forefront of the organization’s growth and evolution, and help Family Fortune Financial expand its reach and impact. McQuaid’s history with financial institutions Prudential, New York Life, and Guggenheim along with Morgan Creek Capital, Pacer ETFs, and WealthShield has generated awards for his work and provided Joe the operational experience to navigate shifting and emerging markets. A graduate of New York University, McQuaid holds a Series 65 license. He resides with his family in Mount Pleasant, SC. An avid athlete, he enjoys running, mountaineering, triathlons and other endurance challenges.
Director of Client Services
Jayson brings over 20 years of customer service and logistics experience to his role at Family Fortune Financial. Among his various roles, he excelled in client communication and was trusted with making processes easy. His high standard of service and attention to detail made him an ideal fit as the Director of Client Services.
The last 10 years had stationed Jayson worldwide with the Navy, with the final two in the Kingdom of Bahrain. His creativity and precision also gave people the care they needed. During his time in the Navy, he is most proud of his participation in Operation Allies Refuge, where he assisted in the evacuation of more than 7,000 refugees from Afghanistan. He has been awarded many acknowledgments during his service, including a Navy Commendation Medal, 4 Navy Achievement Medals, and the Humanitarian Service Medal.
As the Director of Client Accounts, Jayson oversees all of the group’s administrative and operational activities. He nurtures new and existing client relationships by utilizing hard work and creativity to tackle special situations. Most importantly, he’s always willing to go the extra mile and enjoys helping people.
Jayson grew up in Southern California and Oregon and is an avid photographer interested in fitness. He has lived in Charleston since 2016 with his wife, son, and daughter.
Chief Market Strategist
Kak brings over 10 years of marketing experience to his role at Family Fortune Financial. As the Chief Marketing Officer, Kak oversees the group’s marketing needs, including brand, digital, and inbound marketing.
Previously, he has over 25 years of sales experience and over 17 years of business ownership experience, allowing him to bring in that wealth of experience to the marketing realm.
Kak grew up in Milwaukee, Wisconsin. He loves music and fitness and has lived in Phoenix, Arizona since 1989 with his wife and 2 sons.
Director of Operations
Renee serves clients at Family Fortune Financial by ensuring seamless processing and operational ease. Even though she works behind the scenes, her efforts are felt through the simplicity of communication and white glove service.
Renee has worked exclusively in the financial services field for her entire career. She’s sharpened her skills and been awarded customer service excellence awards from previous employers over 17 years in a row. Her high marks include solving problems and seamless communication.
A Seattle native, she lived there her entire life until moving to South Carolina in 2020. She is married and resides in Mount Pleasant. She enjoys working out, going to the beach, trying new restaurants in Charleston, and curling up with a good book.
Advisory services are offered through Family Fortune Financial, LLC a d/b/a of Eudaimonia Partners, LLC (the “Advisor”), a Registered Investment Adviser. Services are only offered to clients or prospective clients where representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by the Advisor unless a wealth management agreement is in place.