The Friesen Group is a leading team of highly trained professionals that provide customized wealth management solutions and advanced investment planning strategies to business owners and affluent families in the areas of asset growth and asset protection.

A Few of the Many Reasons to call The Friesen Group

Many families don't realize they need wealth advisory services. Below are just a few of the more popular reasons clients use our services. There are more, but having questions about the management of your family's wealth is enough to give us a call.

• Centralize the management of the assets of the entire family and increase its buying power
• Manage the substantial liquid assets generated from the sale of a business or wealth from an inheritance
• Allow current and future family members to pursue happiness while we manage their personal financial assets
• Free up time so the professionals in the family can concentrate on business
• Maintain the confidentiality of personal assets by managing the separation of personal financial assets from the operating business assets
• Manage the increasing services the family needs as it grows to multiple generations
• Replace the expertise of the founder of the assets who is no longer willing or able to manage the assets

Our Ideal Client

Given the scope of our practice, clients who typically benefit from The Friesen Group’s comprehensive wealth management and multi family office services tend to have the following characteristics:

• Significant financial assets (min. $1 million of investments)
• Many commitments in their business and family lives and, consequently, a need to delegate management of their financial affairs to experts
• An interest in simplifying their wealth management by means of an asset consolidation strategy

For more information on the services that The Friesen Group offers, please visit our website at www.thefriesengroup.com.