As Trust Counsel and Senior Trust Advisor, I work with families on their holistic wealth management plans. These plans include consulting on 1) important estate planning documents like wills and trusts 2) how the entities should be structured for tax purposes 3) how the assets should be invested in the various entities, preserved over time, and gifted down to family members.

I help clients make good choices regarding their fiduciary appointments and oversee the management and distribution of the wealth to the family members throughout various stages of life.