Personal Investments / Family Legacy Services Family Legacy Services Here to help your family thrive for generations. At Frost, we partner with your family to help build wealth and protect your values and culture that define your legacy. We offer four pillars: family governance, business succession, alternative investments and philanthropy. We will work with you and your family to develop a strategy and tailored plan based on your specific needs and goals. Family Governance As your family’s trusted partner, we’ll sit down and guide you toward alignment on a common vision for the future. We consider everything — different beliefs, motivations and perspectives — to thoughtfully build a governance structure that brings people together and supports a lasting legacy. Learn more Business Succession We’ll dig into the details of succession planning to ensure you, your family and your business flourish — every step of the way. We’ll assist with taxes, documentation, exit strategy, business transition and more, all while maintaining confidentiality and aiming to maximize value. Learn more Alternative Investments Alternative investments can offer powerful ways to diversify, though they might come with added complexity and less transparency. With the support of independent managers, we focus on strategies that help reduce risk and enhance potential returns — free from the constraints of public market volatility and benchmark-driven investing. Learn more Family Governance Family governance is a crucial component of your family’s plan to preserve its wealth. Learn more Business Succession Business succession entails careful planning for a once-in-a-lifetime decision. Learn more Alternative Investments We offer unique alternative investment strategies designed for you. Learn more