I advise individuals, families, family offices, foundations and endowments. I am responsible for developing, implementing and monitoring comprehensive plans that meet clients’ short-term needs and long-term goals.

I collaborate with a team of specialists in investments, trust administration, planning, tax, and philanthropy to design and execute investment strategies and estate plans. For many of my clients it is equally important to address family governance and communication, financial literacy and wealth education, and succession planning.

I especially enjoy advising families on their philanthropy including charitable giving via private family foundations, donor-advised funds, and other vehicles. My goal in working with clients is to foster an exceptional client experience and help lift the weight of the many decisions required when managing significant levels of wealth.