FrazerRice.Com
Time 2022-09-24 03:42:48Web Name: FrazerRice.Com
WebSite: http://www.frazerrice.com
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COMMON SENSE THINKING IN A COMPLEX WORLD
Frazer Rice is the Northeast Regional Director for Pendleton Square Trust Company LLC, Frazer focuses on building relationships across the United States. In this role, he works with trustees, families, their professional advisors and members of the Pendleton Square team in developing and implementing fiduciary structures and services to accomplish family goals.
He hosts and produces the popular “Wealth Actually” podcastwhere he interviews the experts, entrepreneurs and tastemakers in the HNW and UHNW space. Frazer shares his approach to wealth management in his first book, Wealth Actually– released in August 2018.
Frazer is also the President of Wealth Actually LLC. Formed out of the insights and relationships developed from his career, the book, and podcast, “WA” provides consulting services centered around fiduciary decisions for individuals, families and businesses:
Understand and mitigate fiduciary, family office and trustee riskAccess the top resources in:Asset and investment managementWealth management and lendingLegal representationDispute resolutionFamily Office Fiduciary Integration and SupportInsuranceTax/structuring AdviceUnique Asset Administration (incl. real estate, closely held businesses, and digital assets)Valuation of illiquid assets including art and collectiblesFamily Governance and Future Generation IntegrationEstate Execution and Probate SupportAlign the fee structures of the service providers and the family’s needsSubscribe to Podcast
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COPYRIGHT 2013, FRAZER RICE - OPINIONS EXPRESSED HEREIN ARE SOLELY THOSE OF FRAZER RICE, AUTHORIZED GUEST-BLOGGERS OR COMMENT-POSTERS. NO CONTENT ON THIS SITE SHALL BE CONSTRUED AS EITHER INVESTMENT OR LEGAL ADVICE.
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