Where it all begins... Family Priorities and Legacy Planning

Heading up the finances of a successful family is a complex, multi-faceted, ongoing project. There are many strategic decisions and questions that you and your family must address. Along with assessing your financial, income and investment goals, we will examine questions suc h as:

• What are the family values you wish to see preserved?
• What roles should individual family members play in family finances?
• How will the mission of the family’s philanthropic efforts be defined?
• How will decisions be made concerning investment alternatives?

At Frye Financial Center, we will facilitate family meetings to establish and help the family fulfill their goals and to provide ongoing education to all family members.

The benefits to your family…

• A comprehensive means to preserve and enhance family heritage and financial assets across generations.
• A valuable opportunity to initiate, educate, motivate and provide incentives for the next generation.
• Effective structuring of family philanthropic efforts.
• Fully integrated and customized strategies, execution and reporting in a highly personalized, unbiased and confidential manner.

On a family wealth & legacy planning meeting agenda:

Family Wealth Education

• Investment Management
• Risk Management
• Wealth Transfer & Taxes

Strategic Philanthropic Dialogue

• Establish clear mission and goals
• Review structure for giving
• Charitable trust/foundation planning; tax advantages & implications
• Monitoring effectiveness

Family Continuity

• Governance Process
• Family member involvement
• Long-term goal development
• Leadership training
• Stewardship for future generations

Trust Planning

• Family Trust
• Frye Incentive Trust

Securities and advisory services offered through Linsco/Private Ledger-- Member FINRA/SIPC