America’s prominent families don’t turn to a single investment resource, insurance agent, or accountant to manage the complexities of their wealth. Instead, they rely on a strategic alliance—often within a family office—made up of a group of elite advisors who augment each other’s capabilities and who build and protect wealth according to their client’s vision.
That’s the quality and expertise that business owners, professionals, and their families receive from Froehlich Financial Group. This is how we give families the level of wealth management services usually reserved for institutions. And this is how we provide them tax planning that matches their needs.
Tax planning, like any other type of planning, is most effective when designed within the context of an overall wealth management focus. This prevents well-intentioned tax strategies from having unintended and undesired consequences on other aspects of your wealth.