Outsourced family office management for high net worth families that want the range of service and attention as if they had their own family office, but without the overhead and infrastructure commitment. Services offered include wealth management, oversight of estate planning, asset security, legal, concierge services, and support of tax planning and compliance. Comprehensive management of the big picture, integrating all aspects of the family's operations and wealth management, without conflicts of interest. We also provide transitional consulting for families that are searching for traditional investment advisory relationships or are considering establishing a dedicated family office.

Ran a business unit offering competitive local telephone service to residential subscribers, to be integrating with existing long distance service platform. Led approximately 200 employees in this start up division within a large $2 billion NYSE listed company.

Led the legal, regulatory, governmental affairs, public relations and human resources activities of Excel during dynamic telecommunications industry transformation. Oversaw the initial public offering, a $1 billion acquisition, and the ultimate sale of the company for $3.5 billion.