Advised and structured a family office to streamline and coordinate the management of family assets in a tax efficient manner.
Created a family foundation that provides a philanthropic family legacy.
Counseled surviving spouse through complex estate administration, including the liquidation of business assets and funding trusts to optimize tax savings for future generations.
Designed estate plan resulting in optimal tax savings while benefiting future generations and charity.
Created a public charity to allow an employer to provide hardship grants to employees, contractors, and their families.