Skills

Family Office Management Family Governance Philanthropic Planning Wealth Transfer Service Coordination Family Dynamics Estate Planning Tax Strategy Alternative Investments

Education

MBA in Family Business, Kellogg School of Management
BS in Business Administration, University of Texas

Certifications

• CFP
• CPA
• Family Business Advisor

Executive focused on comprehensive family office services and multi-generational wealth management.

• Managed family office serving $500M+ in family assets
• Developed family governance structures and policies
• Coordinated philanthropic initiatives and foundation management
• Implemented multi-generational wealth transfer strategies
• Managed relationships with 20+ external service providers

Contact Information

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