Areas of Practice

Portfolio Management

Investments adhering to a Fundamental Investment Philosophy
Balanced and Diversified Portfolios

Financial Planning

Home Purchase Planning
Stock Option/ Award Planning
Executive Compensation Planning
College Savings

Estate Planning

Structuring Complex Trusts including Generation Skipping and Dynasty Trusts
Charitable Gift Planning

Charitable Giving

Planned Giving
Legacy Planning
Private Foundations vs Donor Advised Funds
Philanthropic Goals

Tax Planning

Stock Compensation Planning
AMT Planning
QSB Stock Planning
Cross Border Tax Planning

Retirement Planning

Cash Flow Projections
Lifestyle Goals
RMD and Retirement Assets
Deferred Plans and Annuities