Gregory Smith Email & Phone Number

Columbus, Ohio Area

As Senior Vice President, I am a lead financial adviser serving as a coach and mentor while also working directly with clients. I enjoy serving various individuals, families, family holding companies, multi-generational trusts, and charitable funds, resulting in a meaningful impact that matters most to them. I focus on: • development, implementation, and management of investment policy, • private equity and real estate investments• tax planning and coordination• bank financing structure and coordination• transition planning - including coordination of business sales to public and private companies, sales to Employee Stock Ownership Plans (ESOPs), transitions to family members, and sales to key management

Columbus, Ohio Area

Comprehensive wealth managment, including investment managment, business succession planning, estate planning and income tax planning.