The Mack Podcast
"Stewardship, Responsibility, and the Next Generation of Wealth"
June 4, 2026 · 34 minutes
Frazer joined Brian Adams on The Mack Podcast to discuss what happens after the trust documents are signed. The conversation covers how families can prepare beneficiaries to understand wealth and responsibility long before they inherit it: through financial education, by communicating the purpose behind estate structures, and by introducing rising generations to the professionals who will eventually serve them.
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Skeptic's Guide to Investing
"TikTok Politics Meets Billionaire Money"
May 19, 2026 · 47 minutes
Frazer spoke with the Skeptic's Guide to Investing about what the tax-the-rich political environment means for families with complex wealth, Wall Street, and anyone building capital in a high-tax city. The conversation moves from New York City's political dynamics to private credit, AI valuations, and how families with significant portfolios should be thinking about risk across multi-year horizons.
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AICPA PFP Section National Conference
"Inside the Family Office: When to Take Control and Why It Matters"
June 9, 2026 · San Diego
Frazer presented at the AICPA's Personal Financial Planning conference, one of the profession's flagship gatherings for tax, estate, and financial planning professionals. The session examined the evolving definition of the family office: what a traditional progression looks like, where the structure makes sense, and where families can go wrong on governance, staffing, and operational complexity. Designed for advanced practitioners (4–5+ years in the profession), it addressed the specific tradeoffs between internalizing functions versus relying on a coordinated external team.
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Alternative Investments Symposium — New York City
Family Offices Panel: Structures, Access & Taxes
June 18, 2026 · The Yale Club
Frazer joined a panel of senior practitioners from J.P. Morgan Private Bank and Silver Rock at the Alternative Investments Symposium in New York. The discussion focused on how family offices use PPLI and PPVA structures as tax-efficient frameworks for alternative investments and how those structures interact with the broader estate and investment plan.
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