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I’m a Co-Founder and Managing Partner of Third View Private Wealth.

For the last 14 years, I’ve worked closely with high-net-worth and ultra-high-net-worth individuals and families as they navigate the complexities of making smart investment, trust, estate, tax, and philanthropic decisions.

 

My experience is rooted in investment management with expertise in trust and estate planning, tax advisory, and family office services developed from years of sitting on the same side of the table as my clients.

Read More About Me Here

Recent Press

Frank McKiernan on Barron’s The Way Forward – Next Gen Podcast:  Treating Clients As If They're Institutions

Frank McKiernan on Barron’s The Way Forward – Next Gen Podcast: Treating Clients As If They're Institutions

The co-founder of Third View Private Wealth discusses the firm’s comprehensive planning focus, its access to private markets, and its commitment to treating individuals and family clients like institutions.

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Barron's: For Wealthy Clients, Managing Investments Is Just Table Stakes. What They Really Need.

Barron's: For Wealthy Clients, Managing Investments Is Just Table Stakes. What They Really Need.

Third View Private Wealth co-founder Frank McKiernan says advisors need to offer wealthy clients access to private investments as well as integrated planning services.

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Barron's: Frank McKiernan on Adding Value for Clients With Private Investments

Barron's: Frank McKiernan on Adding Value for Clients With Private Investments

“Anyone can go out and pick an S&P 500 index fund,” says Frank McKiernan, co-founder of Third View Private Wealth. “But what are you doing in the investment lane, above and beyond that for your clients?”

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