Interfaced with community members/tenants to timely respond to needs and requests as related to their tenancy; handled maintenance requests; coordinated bids with contractors to perform work and handled permitting process, when necessary, with the City and State

I provide custom tailored financial services to a select number of families, individuals and companies (with a main focus in mid-sized law firms, their ssenior partners, associates, and staff). Given my own legal background, I believe I bring unique insights into the attorney-advisor relationship - namely the recognition of the preciousness of one's time as well as the need for clarity and brevity in terms of presenting one's thoughts and recommendations. I also have a firm, though academic grasp, on many aspects of taxation, trust and estate planning, and estate adminstration.I couple my own capability as an advisor with the access granted by my firm - access to intellectual capital, ideas, products, and people -to create a truly bespoke wealth management experience for all of my clients and prospects.

Reviewed and revised trust documents, as necessary. Reviewed and prepared 990 and 990PF tax returns

Assisted attorneys in preparation for client meetings, as well as assisted in drafting of documents to move various types of tax issues towards resolution