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Brent chats with Frazer Rice about how to preserve generational wealth. They discuss strategies for communicating with clients about money, establishing a solid plan, and things advisors can do to maximize success.
As a Regional Director for Pendleton Square Trust Company, Frazer focuses on building relationships in the Northeastern United States. Frazer is the author of “Wealth, Actually: Intelligent Decision-Making for the 1%”, and host of the “Wealth, Actually” podcast. His wealth management career has included serving for over 15 years as a Managing Director with deep fiduciary expertise at Wilmington Trust Company. While with Wilmington, he was responsible for over $11 billion of client assets under management and administration. Most recently, he has written and spoken extensively on the wealth management industry and served as a senior wealth strategist with a national RIA.
Frazer can be found at https://frazerrice.com/ and on Twitter @frazerrice.
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