I provide holistic advice in the areas of trust and estate planning, wealth transfer, philanthropy, succession planning, tax planning and family communications strategies for ultra-high net worth and high net worth individuals and families. My responsibilities include collaborating with internal and external colleagues and partners to craft and deliver such advice as well as develop strategies, techniques, tools and materials related to these advisory areas. I help facilitate a perpetual process to improve my clients’ condition by working with them to navigate goals, values and visions for themselves, their families and their communities.
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