Trusted Advisor to select families of significant financial success. Starting out as a family office executive 25 years ago and representing over $4 billion of family assets, my body of work includes helping families implement best practices for family governance and education, investment management, estate and tax planning, and charitable initiatives. In addition to overseeing investment decisions and portfolio performance, my experience includes: establishment of family office structures; managing daily operations and staff; serving as trustee and administrator for hundreds of trusts; due diligence and oversight for family-owned companies and real estate holdings; multi-generational wealth transfer strategies; estate administration; tax planning for individuals, LLCs, and trusts; private charitable foundation management and grant administration; and developing family education curriculums for next generations.