Overview

My clients are high net worth families with family limited partnerships, trusts and private foundations. I am looking to grow and ultimately to find a successor.

Market
CPA
Member Level
Premier
Last Activity
6 months or more
Listing Age
737 days old

Business Data

Blurred Charts

Specializations and Concentrations

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM System

Blurred Blurred

Loading...