Multi-generation wealth management with liquid and illiquid investments plus related professional analysis; education and counseling for families and individual family members. From 1998 to present, guided family members with differing financial objectives through multiple investment and business cycles. Strong technically in finance, law, and business, and especially strong with interpersonal skills and personal relations with clients of all ages and levels of sophistication. Personally, I have three great kids at Duke, Princeton, and Harvard Medical School, and I’m a 7x Ironman triathlon finisher (Ironman North Carolina 140.6, and six 70.3 events).