In conjunction with his partners, staff and retained network of specialists, he works with families who have significant wealth to enhance their wealth, tax-efficiently transfer their wealth to the next generation, and protect their wealth from unjust lawsuits. Besides providing planning ideas and solutions, Frank brings to the process the critical function of translating the strategies each discipline uses into viable solutions for wealthy clients. Frank is a frequent speaker on these topics, regularly speaking to other professionals and ultra-affluent families. He has written for a variety of trade publications including Private Wealth, Elite Traveler and INC. Magazine’s Business Owners Council. He is a co-author of the book “Protecting the Family Fortune.”
Frank is a member of the Million Dollar Round Table’s prestigious Top of the Table, the Association for Advanced Life Underwriting (AALU), and The International Forum. He is also a Principal and on the Board of Directors of the nationally recognized producer group, First Financial Resources.
Email Frank at firstname.lastname@example.org
Email Frank regarding securities at email@example.com