Franz Wealth Management Group
Discreet Wealth Management for Ultra-High-Net-Worth Families | Legacy Planning | Second Opinions | Multi-Generational Stewardship
Financial Guidance for UHNW Families Seeking Clarity, Control & Continuity
As a Wealth Management Advisor with the Casanueva Group, I serve a select number of high-net-worth (HNW) families and individuals—typically those with $5M+ in investable assets—who are no longer focused solely on growing wealth, but on preserving it, simplifying it, and passing it on wisely.
My clients are often:
~Entrepreneurs’ post-liquidity event
~Family stewards preparing for generational wealth transfer
~Financially independent professionals with complex portfolios
They are not looking for another product. They are looking for a thinking partner—someone with technical precision, emotional intelligence, and discretion to help navigate family dynamics, legacy planning, and inter-advisor coordination.
What I Offer: A Second-Opinion Mindset with Long-Term Stewardship
I begin every relationship with a confidential second opinion—a clear-eyed assessment of what’s working, what’s not, and what’s next.
My advisory work often includes:
~Tax-efficient investment strategies designed for capital preservation
~Stress-tested, goals-based portfolio design
~Estate and trust coordination with attorneys and CPAs
~Risk mitigation beyond traditional portfolio models
~Legacy and continuity planning for multi-generational families
Why HNW Clients Choose to Work with Me
~Discretion and Privacy: I do not market broadly. I work by referral and invitation only.
~Technical Depth: I bring deep experience in complex wealth structures.
~Client Advocacy: I act as a central point of coordination across a client's legal, tax, and investment teams.
~Continuity Planning: I help families transition wealth without emotional chaos.
Are You Seeking a Second Opinion?
If you’ve been referred to me or are quietly exploring a new advisory relationship, I invite you to connect. All conversations are confidential and without obligation.
Message me privately for a discreet introduction.
Now accepting a limited number of new HNW client relationships.
My mission is to serve as a trusted steward of wealth for high net worth individuals and families, delivering thoughtful, tax-aware investment strategies that prioritize long-term preservation, purposeful growth, and generational continuity. I provide a deeply personal advisory relationship built on discretion, clarity, and coordination—bringing confidence to complex financial lives and alignment to what matters most.
My role often intersects with estate planning, tax strategy, charitable intent, and multi-generational wealth education. The conversations I have are confidential, focused, and always tailored to the family's unique vision for the future.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
