Contact Chris
Chris works closely with high net-worth individuals, families and family offices, providing strategic income tax and estate tax planning designed to preserve wealth, manage tax exposure and support long-term and multi-generational goals. He regularly coordinates with estate planning attorneys, wealth advisors, and other trusted professionals to deliver tax strategies aligned with family's broader financial and legacy goals.
He prides himself on taking a true interest in each of his clients, working closely with his clients and their advisors to find the best solutions available. Chris focuses on the tasks that need to be accomplished today with an eye towards the future, whether that is next week, next month or over the next year(s).
Chris enjoys going to the gym, playing golf, traveling, watching my kids play soccer, and going on walks with his family.