T.F. Private Wealth Group
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.
Meet Our Team
Specialist Resources
Insights

Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now






