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
Our Family Wealth Management provides
high net worth families with the full spectrum of essential
services. The following are the core areas
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.
wealth transfer planning.
- Effective asset protection and trust
- Trustee services.
- Tax Planning and compliance planning.
- Risk management.
- Strategic Philanthropy and administration.
- Full family consulting;
establishing family mission, facilitating governance
and education meetings