I founded of AUCTORIS in 1978 and today I am the company’s most experienced Wealth Preservation Architect. I specialize in values-based wealth preservation planning, nationally and internationally, for ultra-high net worth families and significant privately-held businesses. Combining my legal, tax, and broad life insurance knowledge with decades of experience, I design sophisticated life insurance portfolios for ultra-affluent families. I have implemented planning strategies that have successfully transferred billions of private wealth multi-generationally and to charity. I believe that private wealth remaining under family control does more to serve the needs, goals, values, and objectives of the family, their community, their charities, and society as a whole, versus passing 35-45% of wealth by default through the tax and government system. I use a client-centric approach, understanding that every family has different concerns, goals, dreams, and desires – so I listen first, then I use my experience to design plans with other advisors to accomplish each family’s unique goals.Securities offered through M Holdings Securities, Inc. a Registered Broker/Dealer, Member FINRA/SPIC. AUCTORIS is independently owned and operated. California Insurance License #0793080.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates and have not been reviewed by M Holdings Securities as to accuracy or completeness.This material and the opinions voices are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.