Frazer Rice — Wealth Management for Entrepreneurs
Private wealth manager Frazer Rice, author of Wealth Actually, on the planning entrepreneurs skip while they're busy chasing growth, and what it costs them later.
Steve Simonson · with Frazer Rice
On-air link:awesomers.com/40
Show notes
Entrepreneurs are great at building wealth and often bad at managing what comes after. Frazer Rice has spent over 15 years advising wealthy families on financing, fiduciary matters, and estate planning, and he joins Steve to talk about the blind spots founders hit once success actually arrives.
The conversation covers building a personal advisory team, why it's worth making institutions compete for your business through a formal RFP process, and how to think ahead about the tax and family consequences of a big exit. Good listening for anyone starting to build real equity and wondering what happens next.