Will Froelich is a Partner with MRA Associates. He works with client families on a variety of wealth management issues including investment advisory, ﬁnancial planning, tax planning, estate planning, and other wealth management services. His professional focus is on investments and portfolio management. Will also serves as a member of the MRA Associates Management Committee and Investment Policy Committee.
Prior to MRA Associates, Will was the Family Investment Officer at GenSpring Family Offices’ Costa Mesa, CA and Los Angeles, CA locations. In that role, he was responsible for the introduction, implementation, and management of GenSpring’s investment process for families in Southern California and the West. Will began working with wealth management clients more than 12 years ago as an Associate at Inlign Wealth Management. Will earned a Master of Science in Management with a concentration of ﬁnance as well as a Bachelor of Science in Finance from the University of Arizona’s Eller College of Management. He is a CFA® Charterholder and CERTIFIED FINANCIAL PLANNER™ professional.
Will serves on both the Finance Council and Investment Council for the Roman Catholic Diocese of Phoenix. He also serves on the Finance Council of his local parish, St. Thomas the Apostle in Phoenix, where his children also attend school. He serves as a member of the golf committee at Phoenix Children’s Hospital. The committee’s main focus is raising money for the hospital through coordinating one of the largest grossing charitable tournaments in Arizona.
Will resides in Phoenix with his wife and their four children. He’s an avid golfer and loves everything outdoors.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
To gift or not to gift, that is the question. It is less complex than the famed question posed by Prince Hamlet, but still not a simple one for families that hold appreciated assets and are (or may be) exposed to estate tax.