Senior Advisor responsible for HNW/UHNW clientele. I work with business owners, corporate executives, family offices, hedge funds and individuals with significant wealth. Dedicated advisor with 25 plus years of experience working with multi-generational families advising on how to protect, preserve and pass on their wealth in a tax efficient manner. Specialties: Understanding clients purpose, goals and executing appropriate strategies to effectively utilize resources both within/outside the firm. Extensive experience in Relationship Management, Credit/Banking, Wealth Management, Wealth Planning, Hedge Fund, Private Equity, Asset Protection, Family Governance, ESG-Sustainability and International Global Solutions. /*********/ **These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**