Our Services
Guiding Your Financial Journey
Helping you protect, grow, and transfer your wealth with clarity, confidence, and care.
Multi-Generational Families
Empowering financial continuity across generations
At Durbeen Fintech, we help families preserve and grow wealth in ways that honor both legacy and future ambition. Multi-generational planning requires more than just numbers—it calls for clarity, intention, and experienced guidance.
Our team works closely with families to navigate the evolving complexities of long-term wealth strategy—ensuring that values are protected, goals are aligned, and financial strength endures through generations.
Portfolio Management
Financial Planning
Family Trust and Will Structuring
Philanthropic Advisory
Lending Solutions
Enterpreneurs Business Advisory
Strategic guidance for high-impact business decisions
At Durbeen Fintech, we support entrepreneurs through complex business transactions—offering clarity, insight, and confidence at every stage. From liquidity planning to treasury management, our tailored advisory solutions help preserve business value, optimize cash flow, and align financial decisions with long-term personal wealth goals.
With deep expertise and a client-first approach, we act as your trusted financial partner—focused on helping you maintain business momentum while securing your financial future.
Business Transaction Services
Treasury Management
Family Office Advisory
Individuals in Retirement
Turning the page with financial peace of mind
At Durbeen Fintech, we help you enjoy retirement with confidence—ensuring your finances continue to support the life you’ve envisioned. From portfolio management to healthcare and legacy planning, we provide the guidance you need for lasting financial peace of mind.
With us by your side, retirement becomes not just an end—but a secure and fulfilling new beginning.
Protection Planning
Regular Income Planning/Life Style Budgeting
Investment Re balancing