John Franz

Discreet Wealth Management Advisor to UHNW Families | Long-Term Stewardship | Second Opinions for Complex Wealth | Legacy & Continuity Focus | Private Client Advocate

I serve as a discreet financial advisor and long-term steward to a select number of ultra high net worth families and individuals—typically those who have shifted focus from only growing their wealth, but wanting to help protect it, simplify it, and pass it on wisely.

My clients tend to be entrepreneurs post-liquidity, family stewards preparing for multi-generational transitions, or financially independent professionals with complex portfolios. Most do not require their investments solely for income—but they do require clarity, control, and confidence in their long-term strategy.

I believe that they’re not looking for another financial product. They’re looking for a trusted thinking resource. Someone with technical precision, quiet confidence, and the emotional intelligence to navigate family dynamics, legacy planning, and inter-advisor coordination.

I operate with a “second-opinion mindset.” My first objective is to simplify and assess what’s already working—and only then, help elevate the strategy for what’s next.

My work often includes:
• Coordinating with clients' estate attorneys and CPAs to unify planning
• Designing tax-sensitive growth portfolios for capital preservation
• Creating stress-tested, goals-based investment frameworks
• Addressing risks that traditional portfolio models overlook
• Helping families transition wealth without emotional chaos

I do not market broadly. I work by introduction and invitation.

If someone has mentioned my name or you’re seeking a discreet, technically grounded second opinion on your current structure, feel free to connect or message me privately. All conversations are confidential and without obligation.