High Net Worth

Manage your wealth, family offices, and strategic investments with confidence

Since it was founded, Frendel, Brown & Weissman has been helping high net worth individuals identify risks, provide solutions, and accomplish their goals. From financial, estate, and generational planning to tax preparation and retirement planning, we can help manage your day-to-day finances, provide advice regarding household employees, track investments, and offer ongoing planning suggestions.

Services include:

  • Financial Goal Setting
  • Retirement Planning
  • Trusts and Estates
  • Business Succession Planning
  • Asset Preservation
  • Insurance Planning and Evaluation
  • Gifts Planning
  • Strategic Investment Planning
  • Family Office Support
  • Funding your Children’s Education
  • Minimizing current and future tax liabilities

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