Family Office

Protecting Assets & Managing For the Future

Navigating the complex financial affairs of the multi-generational family can be as challenging as managing a competitive business. We work with your advisors such as attorneys, investment advisors and insurance brokers to provide a sophisticated and unbiased perspective on asset protection and financial planning.

Whether you are organizing your first family office or have a large, well-established office in place Frazier & Deeter offers the depth of services, including:

  • Asset protection
  • Business succession planning
  • Charitable planning
  • Entity structuring
  • Estate planning
  • Intergenerational wealth planning
  • Tax minimization
  • Tax planning and preparation
  • Trust and estate administration
  • Wealth management education