Most people get a hundred meetings about growing their money. We are the one about keeping it.
Femkee Marsh is an advanced planning firm and licensed insurance agency based in Palm Beach, Florida, serving founders, executives and families with complex balance sheets.
The questions most plans leave alone.
How much of your wealth will be lost to taxes. Who controls it. How it turns into income you can plan around.
Traditional plans lean on tax deferral and market returns. We design structured wealth solutions built to reduce future tax exposure, protect what you have built, and give you more control over when and how you use it.
We apply institutional grade analysis typically reserved for ultra high net worth families and Fortune 500 companies, made practical for successful professionals and growing businesses.
Structure over speculation.
Structure first
The biggest gains and losses are decided by how wealth is owned and taxed, not by this year's returns.
The long view
We measure ourselves on outcomes over decades, not performance over quarters.
Your team, kept
Your CPA, attorney and advisor stay at the center. We bring the design they are not set up to build.
Act early
Build better structures now, before bad planning decisions become permanent.
For more than 15 years Joshua has helped individuals and business owners build wealth that does not depend on traditional retirement plans or tax deferral.
His work starts with a question most plans skip: not how much you can accumulate, but how much you will actually keep. He designs long term asset structures, including leveraged strategies where they fit, built for control, protection and income you can plan around.
For business owners, he creates customized executive benefit programs that become balance sheet assets supporting growth and succession, funded efficiently so the company's out of pocket cost stays low and key employees receive real value.
Florida license G225773. Licensed in AR, CA, CO, FL, IA, IL, LA, MD, ME, MI, MN, MO, NC, NE, NM, OH, SC, SD, TX, VA, VT and WI.
The people behind every design.
