About
Passionate advisor with three decades of experience educating founders, entrepreneurs and multi-generational families on how to best preserve, protect and pass their wealth and values in an efficient and thoughtful manner. Over my career of representing founders, entrepreneurs, and investors I have developed a sophisticated technical expertise and strong pragmatic focus which allows me to guide clients through the critical decision-making process of managing generational wealth.
Specialties: Multi-generational wealth management, strategic tax and estate planning, asset protection, complex trust administration and litigation, family governance, family office management and integrated wealth and asset management.