Partner
CurrentI advise business owners, executives, investors, professionals and high net worth individuals and families in connection with complex tax and administration issues relating to inter-generational wealth transfer, asset protection planning, and the structuring and transitioning of closely held family businesses. As a member of the Private Client Services Group at Royer Cooper Cohen Braunfeld LLC, my practice is more expansive than the traditional trusts and estates practice. We maintain an open and meaningful dialogue with our clients and help them achieve their unique and personal planning goals. We are frequently called upon to facilitate and manage the delivery of corporate, real estate, tax, and litigation services for our clients. I work with clients involved in a wide range of industries, including software and IT solutions, internet, social media, life sciences, including biotechnology, healthcare services and medical devices, energy, technology, transportation and logistics, digital printing and labeling, consumer and retail, telecommunications, investment management and financial services, real estate investment and development, and advertising and media.I work out of the firm's Conshohocken office.
