About T.F. Private Wealth Group

Welcome

At T.F. Private Wealth Group, we understand that significant wealth can be accompanied by complexity, as well as opportunity. We advise a sophisticated clientele who rely on us for the knowledge and insight we bring to their situations. Our founders, Abe Touray and Kathy Frazier, have addressed the needs of ultra-high-net-worth clients for decades, providing them with the acumen and perspective to advance their objectives.

Our founders

Kathy Frazier draws on more than 35 years in investing and wealth management. She began her career at Goldman Sachs, where she gained extensive experience on the Government Trading Desk. In this capacity, she traded treasury bills and short duration government bonds and was the Senior Trader of a proprietary short-term portfolio, resulting in enhanced customer liquidity for secondary securities, mitigated risk and record profits. Kathy's experience also includes tenures with Merrill Lynch and UBS, where she provided wealth management advice to ultra-high-networth and institutional clientele.

Abe Touray has served at J.P. Morgan since 2015. Prior to his current role, he was a Senior Private Client Banker. He is one of a select group of bankers who are Regulation O licensed, allowing him to cover Board Members and Operating Committee Members of JPMorgan Chase, facilitating close interactions with the senior leadership of the firm. He also serves as a member of the President's Advisory Council.

We invite you to learn more about the ways we can add greater efficiency and depth in managing your wealth, allowing you to focus on the priorities you most value.

Our suite of services

Clients come to us for a range of needs. We take the time to discern their priorities, integrating our wide network at the firm to advance a thorough, multi-disciplinary approach:

• Fixed income and cash management. We work with companies of all sizes, from start-ups to established entities, helping them manage risk and find greater liquidity. We believe our treasury-management services are without equal. Conservative in our outlook, we strive to fulfill client needs with the least risk possible.
• Private markets. As members of the largest bank in the U.S., we have access to resources that extend beyond traditional markets, including Morgan Private Ventures. We enjoy close relationships with our colleagues and are able to make meaningful introductions.
• Equity capital markets. For clients who are contemplating a liquidity event, we facilitate close collaboration with the Investment Bank, a preeminent provider of capital raising, origination, structuring and distribution.
• Private wealth management. We support ultra-high-net-worth individuals and families in uncovering possible efficiencies across multiple facets of their wealth, integrating the insights of specialists in trust and estate planning services, family office services and wealth strategy.
• Intellectual capital. We connect clients to J.P. Morgan's award-winning research1 , keeping them apprised of opportunities across global markets and evolving tax and economic legislation in a fast-moving world.

We welcome the chance to speak with you about your wealth management needs. Please reach out to either of us to discuss the ways we can help you enhance your financial situation and plan for the years ahead.