As a Research Fellow for Pendleton Square, Frazer focuses on working with families, their professional advisors and members of the Pendleton Square team in exploring and implementing fiduciary service structures to meet family objectives. He is a thought leader in the estate planning sector. He writes and explores trust and estate planning topics and interviews other practitioners about industry themes and family best practices.
Frazer is the author of “Wealth, Actually: Intelligent Decision-Making for the 1%”, and host of the “Wealth, Actually” podcast. His wealth management career has included serving for over 15 years as a Managing Director with deep fiduciary expertise at Wilmington Trust Company. While with Wilmington, he was responsible for over $11 billion of client assets under management and administration. Most recently, he has written and spoken extensively on the wealth management industry and served as a senior wealth strategist with a national RIA.
Frazer serves on multiple non-profit and business advisory boards and is a non-practicing member of the New York State Bar. He is a graduate of Emory University School of Law and has an A.B. in history and political science from Duke University. Living and working in New York City, Frazer is an avid golfer and enjoys writing, traveling, and media production.