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I have been serving high net worth families and closely held businesses for over 25 years. Incorporating a holistic approach to financial planning, I am super responsive, friendly and maintain a customized approach. Taking into consideration many aspects of your financial well-being. Working with your CPA and attorney to help create the best course for ongoing financial success. My personal interests are: Ballroom dancing, Snow Skiing, Sailing, Scuba Diving. I reside in Chicago with my husband Todd and four children. My focus is on life's transitions: Sale of Business/ Cash out Divorce Death of Spouse or loved one Settlement Employment change Corporate Retirement Plans Julia.smart@ms.com 312-419-3362