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I lead Plante Moran’s family office services group and co-lead the private equity venture capital fund practice in Chicago. I am also one of the firm’s senior real estate tax partners. I serve as a strategic advisor to ultra-affluent families, family offices, private equity/venture capital funds, and mature private businesses. I advise clients on buying, selling, and investing in private businesses and real estate; the formation of family and investment limited partnerships, family offices, and private foundations; and income tax and transaction planning.

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