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.
Our Services include:
Whether you are organizing your first family office or have a large, well-established office in place Frazier & Deeter offers the depth of services to meet your needs.
• Asset protection
• Business succession planning
• Charitable planning
• Entity structuring
• Estate planning
• Intergenerational wealth planning
• Tax minimization
• Tax planning & preparation
• Trust and estate administration
• Wealth Management Education
As a top 100 CPA firm with offices in Atlanta, Nashville and Tampa we have the resources to help wherever your business takes you.
Contact us today to find out how our top-tier CPAs can help address your family office's needs.