We work with high net worth individuals, families and business owners on developing a customized financial road map. Evaluating estate plans, reviewing current assets, expenses and investment strategy and discussing multi-generational planning is all part of developing a comprehensive financial plan. Our investment management focuses on wealth protection, strategies to protect assets against creditors, litigants, etc. Wealth enhancement, maximizing tax efficiency of current assets. Wealth Transfer, using structures and strategies to legally facilitate the most tax-efficient ways to pass assets.

Work with single and multi-family offices, multi-generational families, and individuals with substantial wealth to help meet complex investment needs. Responsible for overall investment management oversight, including asset allocation, third party manager and security selection, fulfillment strategies and implementation of trust and agency accounts for Northern Trust Global Family & Private Investment Office clients.

Manage discretionary investment portfolios for high net worth individuals. Develop, recommend and direct the execution of investment programs designed to achieve the financial goals of investors. Maintain a high level of client contact; in person during client investment meetings and over the telephone when discussing current economic conditions or investment options.

Manage discretionary investment portfolios for high net worth individuals. Develop, recommend and direct the execution of investment programs designed to achieve the financial goals of investors. Maintain a high level of client contact; in person during client investment meetings and over the telephone when discussing current economic conditions or investment options. Work in conjunction with Sr. Portfolio Manager on larger, more complex relationships.

Assisted Sr. Portfolio Managers in reviewing client accounts and developing asset allocation programs based on client needs.

Analyzed cash flows, global investment transactions, foreign exchange deals, income/expenses, and market values for high profile institutional client.