WEALTH MANAGEMENTPartnering with successful families to provide solutions to financial and lifestyle needs on either selective or comprehensive basis. Committed to helping families to achieve the greatest fulfillment from their wealth. Provided in-depth, personalized advice to families for 25 years. Co-managed single family office for 19 years. Expertise of investment management, financial planning, philanthropy, tax planning and preparation, multi-generational strategies, record keeping and reporting, cash flow planning, bill paying, domestic employee oversight, coordinating advisers, estate planning, family wealth education and family office structure.STRATEGIC BUSINESS MODELINGDevelop comprehensive financial models incorporating expertise in tax, finance and accounting. Used as basis to buy, sell and manage business. Research inputs and develop financial structure. Representative clients: multi-state fast food franchises, super-regional shopping centers, multi-family residential developments and beverage distribution companies.NON-PROFIT LEADERSHIPActive volunteer providing financial and strategic advice to a range of social service and civic organizations for over 30 years. Provided hands-on assistance at critical times. Recognized as finding solutions to complex problems.
Listed skills include High Net Worth Individuals, Wealth Management Services, Wealth Management, Estate Planning, and 19 others.