I serve as a personal CFO for high-net-worth and ultra-high-net-worth families. Successful families rely on our team to help them with all aspects of their financial lives. We define and align purposeful investment strategies to their pools of wealth, effectively manage family wealth from an overall net worth statement level, and provide creative income tax, estate planning, and cash flow planning solutions. I also help develop and foster multigenerational family education, financial stewardship, and philanthropic philosophies.
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