The business was founded in 2006 and is headquartered in Scottsdale, Arizona.

US investment firm Taylor Frigon Capital Managemen has launched a family office to serve high net worth clients.

Structured as a multi-family office, it caters to the complex financial, tax, and legal needs of high net worth families, the business said in a statement. 

The office provides access to public market investing methods such as the firm’s Core Growth Strategy, Income Strategy, and Taylor Frigon Capital Partners LP. Clients also have access to estate planning services, general counsel for legal matters, tax preparation, and planning, in addition to real estate investment management services for one asset-based fee. 

“We feel the time is right to launch a platform that offers high net worth and ultra-high net worth clients these important services in one comprehensive offering,” Gerry Frigon, president and chief investment officer of Taylor Frigon Capital Management, said. 

Taylor Frigon Capital Management was founded in 2006 and is headquartered in Scottsdale, Arizona. It has branch offices in PasRobles and Santa Barbara, California. The “Taylor” in the firm’s name honors Richard C Taylor, fund portfolio manager, Gerry Frigon’s father-in-law and mentor who passed away in 2004. Taylor was an asset manager who worked with renowned investor, Thomas Rowe Price Jr, in the 1960s/1970s before founding his own investment management firm in 1988.

Why Arizona?
“Arizona has fast become a destination for businesses and families trying to escape the burdensome regulatory and tax environments in states such as California, New York, Illinois, and Massachusetts. The `Valley of the Sun’ is one of the fastest growing areas in terms of wealthy potential clients who will require services such as those Taylor Frigon offers,” Frigon, chief investment officer and president, told this publication. 

“We think Arizona has a good mix of the old and the new. There is enough `legacy wealth’ here from families that have been here for generations and have made money from things such as the five Cs of Arizona: cotton, citrus, cattle, climate, and copper, or have just ridden the wave of the real estate market,” he continued. “There's also a fair amount of money repatriating itself here from highly-regulated, highly-taxed states. Furthermore, most of the growth here has been done with an active startup scene, offering new opportunities to find great companies for our venture arm of the firm.”

The MFO’s background is a plus, he continued. “Unlike most multi-family offices, Taylor Frigon comes from an extensive background of asset management and wealth planning. Because of our involvement in managing money solely through our own, in-house investment research, we are uniquely positioned to help advise clients on how to navigate these complex financial times,” he said. 

“We have increasingly heard from our clients and prospective clients the desire to have a holistic and integrated approach to financial, legal, tax, and trust services for their families. It was our estate planning partner, Ryan Scharber, a lifelong Arizonan, who pointed out the need for integrated advice (investing, tax, and legal) in the Valley of the Sun. There were plenty of lawyers, financial advisors, and CPAs, but there weren't firms that could do all three,” Frigon said. 

“We intend to market our services primarily through our national network and word of mouth. And, as we mentioned earlier, our tax and legal partners have spent most of their lives here in the Phoenix area. Finally, we expect our increasingly popular podcast, The Long Only, will help bring attention to our expertise and firm values,” Frigon added.