Services

I work with individuals and family office executives to create value and protect family wealth from exposures such as taxes, family disputes, and lawsuits.

At the beginning of every engagement, I meet privately with you. Together, we focus on defining objectives for our work and achieving measurable results. Rather than practicing law in the traditional sense, I work with you in one or more of the following areas:

  • Improving Strategy
  • Improving Design
  • Improving Management
  • Improving Implementation

For more information about these areas, please review Results.