Serving Trustees, Fiduciaries and their Clients: ESOPs, Entrepreneurs, Directors and Officers, Endowments and Foundations
Planning with a Bias for Action
Planning with a Bias for Action (TM)
U.S. and International Private Client Advisory on Wealth Optimization
Advise private clients on Wealth Optimization: investment, estate, gift, liquidity-event and insurance planning. Experience in property and casualty insurance, including captive insurance.
Specialize in Cyber/Privacy/Media, Directors' and Officers', Errors and Omissions liability risk insurance.
Specialize in counseling private equity, hedge fund, venture capital and investment management partnerships; tech entrepreneurs.
Key Qualifications
• Talent finding and meeting private clients' financial goals and needs
• Rapport with high-net-worth U.S. and international financial executives, entrepreneurs
• Background in tax, insurance, estate planning, management of financial firms
• 19 years experience in private placements of insurance and securities
