Bespoke strategies built around your needs.
My approach is grounded in multi-generational planning so that I may help clients to embrace their power in building impactful legacies.
I get to know every aspect of clients' goals, family dynamics, aspirations and challenges, so I can reflect these within their wealth plan. By establishing strong relationships with all members of a family—especially younger stakeholders—I help simplify what can be complex concepts so they are financially confident and prepared for the responsibilities ahead.
I am backed by the intellectual strength of J.P. Morgan to tailor bespoke strategies for trust and estate strategies, charitable gifting, retirement planning, wealth transfer and more.
- Investment management
- Alternative investments, private equity and hedge funds
- Asset allocation
- Risk management
- Tax-advantaged strategies
- Estate planning
- Restricted securities and option strategies
- Hedging and monetization strategies
- Charitable giving approaches
- Next generation education
- Cash management
- Customized lending and credit
- Art & aircraft financing
- Concierge services