Overview

I Have been in the wealth management for 40 years. Currently serving as a trust protector with family office and founder /closely held business clients around the world
Broad based experiences in production, management and industry leadership roles dealing with fiduciary best practices, global fintech and family office counseling.

Currently managing partner with with unique advisory services.
Dealing with HNW, family offices and closely held business's both domestic and internationally.

Most of my work is mostly retainer based or fee based upon projects.
Smaller portion is Investment Banking and Private Equity.

I am looking to acquire or merge with a global trust protector, fintech or multi family office style of multi disciplined dynastic planning business model.
Open to exploring anything interesting and sustainable including serving in a continuity or leadership role.

Market
Advisor/RIA
Last Activity
today

Business Data

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Clearing Firm / Custodian

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