“My priority is to truly understand my clients. Only then can you give advice that is both technically correct and personally relevant.”
Rick is an experienced and strategic advisor with in-depth tax expertise. As a partner at Poundwise, he focuses primarily on complex issues involving wealth planning, tax optimization, and estate planning. His specialization lies in guiding entrepreneurs, wealthy individuals, and families in carefully and tax-efficiently transferring wealth.
Rick knows how to simplify tax complexity into clear, workable solutions. He combines technical knowledge with an understanding of personal relationships and future wishes, delivering advice that is not only legally and fiscally sound but also tailored to the person behind the wealth.
“My priority is to truly understand my clients. Only then can you give advice that is both technically correct and personally relevant.”
Rick is results-driven, highly analytical, and motivated to continually deepen his expertise. At Poundwise, he plays a central role in developing high-quality, integrated advice with a long-term focus.
Rick Fransen: fiscally sharp, personally engaged, and specialized in protecting wealth for future generations.
Rick Fransen is a Certified Financial Planner, a member of the Register of Tax Advice and the Register of Estate Planners
Rick Fransen is here for you
Rick Fransen
Partner / Financial Planner / Estate Planner / Tax Lawyer
