Brett Redd Email & Phone Number

We partner with forward thinking CPA's and family attorneys to provide proactive and holistic planning for affluent families and business owners. This collaborative approach works to minimize tax, maximize returns and create efficiencies for the families we serve.Working for years as a business advisory partner and CPA in public accounting, I realized that business owners and affluent families have a need for better coordination between key advisors. Most advanced tax strategies and private investments available to higher net worth individuals require the coordination of a tax professional, a wealth advisor, an attorney and a niche expert in a particular solution. With our model, our families are PRIVi to tax strategies, investments, and relationships that others are not.

Listed skills include Start Ups, Business Strategy, Management, Finance, and 28 others.