In 1992, Mr. Frishberg started Daniel Frishberg Financial Services from the ground up, and in 1997, it has since evolved into Frishberg Kaleta Capital Management. Frishberg Kaleta manages over 300 million dollars in assets and advises on more than 1.2 billion dollars.

Realizing the stock market is not always lucrative, Frishberg and his team have added private equity deals to their portfolio, with its chief partner, Wallace Bajjali Development Partners, L.P.

The most recent equity endeavor, the Laffer Frishberg Wallace Economic Opportunity Fund, has profitably committed hundreds of millions in capital over the past two years to real estate, media, and other holdings – generating considerable revenues at a time when money is considered tight.

Wealth Entity Administration

We provide the necessary administration of all your financial entities. Special services, such as tax cost basis tracking, are provided for your financial investments. In addition, we provide a quarterly review of the performance of each of the participating managers and the partnership as a whole.

Putting People First

The people who are our clients are more than just account numbers to us. They are the heart and soul of everything we do. This philosophy is encapsulated in our mission statement that “it is not only about money, it’s about people.”

However, multi-generational wealth management and transfer are complex. To work with families effectively on such delicate issues requires experience and sensitivity.

Our four-part approach to financial planning is a multi-faceted strategic approach that serves as the foundation of our clients’ financial houses. The approach involves:

• Maintaining the lifestyle of each generation
• Developing a family endowment
• Giving to the community
• Involving the entire family

Many companies take a piecemeal approach to financial planning, but at Frishberg Advisors we combine all the elements into a strategic whole. This method insures that all family members have a comfortable standard of living, that the cohesiveness of the family is maintained, that wealth transfer is managed wisely, that future generations have the knowledge to serve as responsible financial stewards, and that a family’s philanthropic goals are met.