Business Succession Planning – “Succession by Design – Successful Succession of the Family Business and Wealth”
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Highly experienced, strategic and client-focused wealth strategist with expertise across all key wealth planning matters for UHNW individuals and Family Offices. Leverage command of law, tax and accounting, paired with broad operational perspective, to analyze landscape of client challenges, synthesize innovative strategies and develop targeted solutions. Deliver best-in-class client experience while working collaboratively with bankers to win business, drive strategic priorities and accelerate growth.
Frequent national speaker for leading seminars, Estate Planning Councils and Wealth Forums. Featured as thought leader on various topics, earning Editor’s Choice designation multiple times, in various leading publications. Taught select courses in tax, accounting and law at top schools.
• Business Succession Planning
• UHNW Client Service
• Family Office Operations
• Tax, Legal & Accounting
• Partner Development
• Client Retention & Acquisition