Wealth Advisor at Farther Reserve, a boutique private wealth offering that fuses expert advice with modern technology: enhancing the client experience, reducing costs, and democratizing bespoke services for an expanded audience. We cater to complex, sophisticated, and larger account-size relationships. Studies show that less than 20% of the innovators, visionaries, and creators of companies who are facing a liquidity event have engaged in comprehensive planning. Our mission is to help Business Owners maximize the value of what is usually their largest and most illiquid asset, the business. Some benefits of planning and planning early? ● Maximize tax optimization strategies ● Deferment of taxes ● Ability to do comprehensive, proactive estate planning ● Ability to address family governance dynamics ● Ability to establish and/or enhance a philanthropic legacy WHO CAN BENEFIT? ● Multi-generational families in need of fiduciary, trust, and estate solutions ● Innovators/owners/entrepreneurs experiencing liquidity events