Of all my experiences, the most rewarding have been my relationships with family offices and the advisors who serve them. Through these interactions I have obtained a deep appreciation for the nuances and complexities facing families of wealth today. I have met hundreds of families and family office advisors from around the country, and helped guide them in solving many different challenges.
If you are looking to start a new office effort, improve a stalled initiative, or accelerate a growth opportunity, I hope my experience can be put to use to help you.
