For over 35 years, Frank has assisted domestic and international families who have significant wealth to meaningfully enhance their wealth, tax-efficiently transfer that wealth to the next generation and protect their wealth from unjust lawsuits. 

 

Through that work, Frank is recognized as a leading authority on structuring traditional and private placement life insurance solutions for the extremely affluent, including celebrities.

 

Frank is a frequent speaker on these topics, regularly speaking to other professionals and ultra-affluent families. Frequently quoted in Forbes, he has written for a variety of trade publications including Private Wealth, Elite Traveler and Inc. Magazine’s Business Owners Council .  He is a co-author of the book “Protecting the Family Fortune” and “Maximizing Personal Wealth.”

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Frank is a member of Finseca, (previously known as the Association for Advanced Life Underwriting or AALU), and The Forum 400.  He is also a Principal and two time former Chairman of the Board of Directors of the nationally recognized producer group, First Financial Resources.

 

Frank has obtained the following designations:
LUTCF® - Life Underwriter Training Council Fellow®
CLU®- Chartered Life Underwriter®
AEP® - Accredited Estate Planner®

TEP - Trust and Estate Practitioner

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