PROFESSIONAL PROFILE

As a former securities and tax attorney (J.D. LLM – Taxation, NYU), I leverage my experience and education to provide thoughtful, disciplined and tax-advantaged financial planning and professional investment management to corporate executives, professionals, business owners and their families.

The foundation of my client relationships is an ongoing conversation to explore their aspirations, obligations and preferences. With that deeper understanding and communication we can successfully develop and monitor a variety of wealth management plans such as business succession, wealth transfer, philanthropic and retirement strategies that accurately capture each client’s unique needs and objectives. There are no typical clients and no cookie cutter solutions.

Employing the broad resources of a global services platform, my practice includes several areas of special expertise including:

• Enhanced retirement strategies for professionals and business owners to optimize and accelerate tax deferred retirement funding beyond the contribution limits of the 401k plans.

• Management of restricted, control and specialized securities (stock, options and warrants) for corporate executives, entrepreneurs, business owners, private equity funds and individual investors;

• Development and implementation of estate, business succession, philanthropic and inter-generational wealth transfer plans in concert with at client’s other trusted counselors, and,

• In my capacity as a Certified Divorce Financial Analyst, support attorneys and their clients to structure and evaluate maintenance and property settlement proposals and other financial issues arising in divorce. Id required, I can provide efficient access to a broad range of services essential in divorce, such as new mortgages, lines of credit and life insurance. In all cases I work with divorcing clients to reorganize their finances and investments to support their new life as a single person.

I invite you to meet with me to explore how we can work together to optimize your finances now and into the future.