(305) 931-3200

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The Rise of “Family Office” style servicing:
Amongst high net worth families, there is a rapidly growing demand for a new level of comprehensive, customized financial servicing provided under one roof. These families are finding that as their wealth grows, their financial planning becomes increasingly complex and they are requiring a higher level of integrated servicing.

At Frye Financial Center, our inter-disciplinary team of Estate Planning Attorneys (through the Law Offices of Frye & Associates, P.L.), Certified Financial Planners®, Portfolio Managers, and Insurance Professionals as well as our expert administrative staff, enable us to offer so much more than mere number crunching.

We provide comprehensive, full service family wealth management to help manage and preserve wealth for multiple generations. We will help you establish, and integrate your:

  • Income goals
  • Investment goals
  • Tax goals
  • Wealth transfer goals
  • Family philanthropic goals

into a comprehensive family strategy. Client families have peace of mind in knowing we have a complete understanding of and are in complete alignment with their desires, and values and that we are ready to respond to all of their needs. They gain the confidence to focus their attentions on other ventures or leisure activities.

Our Family Wealth Management provides high net worth families with the full spectrum of essential services. The following are the core areas of concentration:

  • Comprehensive financial/investment/income plan based on family’s life style desires and goals.
  • Management of liquid assets generated from the sale of a business or from an inheritance.
  • Multi-generational wealth transfer planning.
  • Effective asset protection and trust planning.
  • Trustee services.
  • Tax Planning and compliance planning.
  • Risk management.
  • Strategic Philanthropy and administration.
  • Full family consulting; establishing family mission, facilitating governance and education meetings
Securities and advisory services offered through LPL Financial-- Member FINRA/SIPC
20900 West Dixie Highway
Aventura, FL 33180
Phone: 305-931-3200

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with
residents of the following states: AZ, CA, CT, FL, GA, MD, MI, NJ, NY