As a fiduciary, my commitment is to provide the highest level of service that is best suited to your financial needs and obligations. My expertise is rooted in advising high net worth families, business owners and entrepreneurs. Each clients needs are unique; I take extraordinary care guiding my clients and assembling the right team of professionals to successfully meet their individual financial, estate and legacy objectives. My process begins with identifying and evaluating existing and proposed financial and estate objectives. From evaluating and engaging asset managers to the creation and implementation of an investment policy statement, to strategically facilitating the purchase of a new business or developing a family governance plan, I bring significant breadth and depth of services and experience to enable you to meet your specific goals.