For more than 35 years I have created bespoke solutions for sophisticated clients to optimize their investment outcomes. Driven by an insatiable intellectual curiosity, my practice focuses on solving complex client issues faced by Global Families, Business Owners, and Professional Practices (primarily physicians). Here, I am uniquely positioned to work with clients to craft detailed financial plans that are aligned with their individual goals for lifestyle, legacy, and charity. My clients and their causes give me oxygen!I have been working with large, wealthy families resident outside the United States for decades and have a unique understanding of the challenges they face when working with a US Advisor. In short, I have seen it all. My business owner clients are constantly on the go looking for opportunities to grow and manage their businesses. As their financial advisor, I often see gaps in their understanding of the financial markets as well as planning options available to them. Working with their other professional advisors, I have been able to add significant value to my business owner clients wealth by orchestrating the resources around them, managing the process, and bringing the entire team to speak with one voice for the benefit of the client. I can leverage a broad and well-rounded in house tool kit, supported by subject matter experts to allow business owner clients to peek into the future after their business is sold, while advising them throughout the sales cycle. As we all know, when you enjoy your work, it’s a joy every day. I consider myself lucky to work with a diverse and fascinating clientele who both challenge and inspire me every single day.