As a partner in our wealth management practice, I help my clients build, preserve, and maximize their wealth. Serving as a personal CFO to individuals, families, and family offices, I provide comprehensive solutions which consider the numerous aspects of wealth accumulation, as well as its effects on business and family. I have expertise in individual income taxation, estate planning, family office services, personal financial planning, and family financial counseling. My clients are predominantly high-net-worth individuals, most of whom are business executives, entrepreneurs, and families.
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