I am known for my expertise helping high-net-worth, families and fiduciary clients navigate the complexities of estate and individual income taxation. I provide estate, gift, and charitable consulting to clients to help them efficiently transfer wealth and preserve legacy. I work with a team of young, motivated, responsive colleagues that share my passion for service and together we connect the dots between, family members, legal teams and wealth managers to make it easier for clients to achieve financial goals.
Families with net worth over $25 million who desire to plan for future generations. I serve as an advisor and consult to clients and their families on long-term tax, financial, and estate planning. I thoroughly enjoy helping my clients evaluate charitable giving opportunities that support their values. I am a stickler about response time, and I spend most of my days advising clients, discussing opportunities, and answering questions like:
I am passionate about charitable giving and serving my community. I am the national board chair for an organization that raises funds for the education of at-risk youth in Israel and we help over 20,000 students per year. My professional and civic affiliations also include:
I approach complex issues with common sense.