High Net Worth

We can help manage your day-to-day finances, provide advice regarding household employees, track investments, and provide ongoing planning suggestions.

Manage your wealth, family offices, & 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.

Two men shaking hands, one in a light gray suit and the other in a dark blue suit, in a professional setting.

Services Include:

  • Financial Goal Setting

  • Retirement Planning

  • Trusts and Estates

  • Business Succession Planning

  • Asset Preservation

  • Insurance Planning & Evaluation

  • Gifts Planning

  • Strategic Investment Planning

  • Family Office Support

  • Funding your Children’s Education

  • Minimizing current & future tax liabilities