Scott helps business owners and key managers plan for and complete liquidity events in a manner consistent with their desire to build a durable investment portfolio, implement an efficient estate plan and satisfy their charitable ambitions. Scott does this through the team of principals at his wealth management firm that combines expertise in asset management, tax planning, estate planning and other financial analysis. Scott's firm provides independent and candid advice free of product pitches so that clients can make reasoned choices within a sustainable investment process. Scott is also a lawyer in the related law firm of Kutscher Hereford Bertram Burkart PLLC and handles estate planning, probate and legal matters related to client portfolios.
Listed skills include Venture Capital, Mergers And Acquisitions, Investments, Entrepreneurship, and 12 others.