The Financierge reflects the diversity of services and thought leadership we provide our clients. Not only do we guide our clients through all the phases of their financial needs, but we also do so in a context that is holistic and comprehensive. We devote as many resources to being consultative planners as we do being quality investment managers, integrating the accumulation, preservation, and transfer phases of wealth management.
Dear Clients and Friends, In this issue of The Financierge, we are going to provide a refresher on some estate planning basics, talk about the …
Don is a Partner in the team’s Private Wealth Management practice specializing in helping affluent families develop comprehensive strategies for all phases of wealth accumulation, preservation, and transfer.
He also leads our Financial Concierge Services platform of professional alliances and serves as the editor of The Financierge.