Principal
CurrentAs an advisor, I recognize every client has at least one unique priority, which ends up being the centerpiece of our planning work. Each plan is as unique as the people I am privileged to work with. Some clients want to spend as much as they can while others want to save as much as possible. Others want to give money away to family and causes they care deeply about, while some want to preserve wealth and generate income. Or, there are clients who like to look for that unique investment idea to expand upon an opportunity while others want to offset a business investment or just track an index. All of this planning and investing is done under the backdrop of taxes and market risk (or the risk of not taking action).My work with clients includes advisory services focused on:- Multi-generational Families & Business Owners- Corporate Executives- Offshore and Global FamiliesThe work I do is as unique as the clients I am privileged to work with:- Planning before the sale of a business will answer important and highly personal questions like: How much can you spend after the sale? Which deal structure maximizes wealth after taxes? How much can you get to the kids and grandkids? - Taking the guesswork out of compensation planning by recommending how to manage concentrated stock and time-based awards to ensure a high probability of securing personal, charitable and legacy goals- Using a broad array of global investment strategies, both on and offshore, to minimize US income gift and estate taxes for foreign clients, and quantify the financial impacts of cross-border decisions using Bernstein’s planning and forecasting systems
