What is Lui & Frasca?
Lui & Frasca, P.C. operates as a specialized legal entity providing high-touch advisory services to high-net-worth families and their closely-held business interests. The firm distinguishes itself through a multidisciplinary approach that synthesizes family wealth planning, complex estate and tax strategies, and comprehensive business planning. By integrating these critical functions, the firm offers a cohesive framework that addresses both the sophisticated financial requirements and the personal, long-term objectives of its clients.
Beyond traditional estate planning, the firm maintains a strong focus on elder law, Medicaid planning, and specialized support for veterans. This diverse service portfolio allows Lui & Frasca to maintain deep, enduring relationships with clients, positioning the firm as a central hub for family financial governance and legacy preservation.
How much funding has Lui & Frasca raised?
Lui & Frasca has raised a total of $92K across 1 funding round:
Debt
$92K
Debt (2021): $92K with participation from PPP
Key Investors in Lui & Frasca
PPP
Public-Private Partnership
What's next for Lui & Frasca?
With the recent influx of capital, Lui & Frasca is expected to prioritize the modernization of its digital client-facing platforms and the expansion of its advisory team. The firm's strategic roadmap likely involves scaling its family office support services to meet the increasing demand for integrated wealth and tax planning solutions. By investing in proprietary planning tools and talent acquisition, the firm aims to solidify its reputation as a premier advisor for multi-generational wealth management.
Furthermore, the firm is poised to leverage its current momentum to explore new market segments, potentially broadening its reach into specialized tax advisory and business succession consulting. As the firm matures, the focus will remain on maintaining the high-quality, personalized service model that has defined its reputation while scaling its operational capacity to handle a larger volume of complex, high-value client engagements.
