My role is essentially the CFO to a number of family offices where we are primarily responsible for accounting, tax compliance and tax advisory, family reporting, developing and managing wealth succession planning, working with the generations on their family businesses and other passions, as well as passive investment management.
I work with families across multiple generations assisting them with both the day to day running of their family offices, providing pragmatic and honest advice to family businesses, while helping to successfully transition wealth through generations. I build strong relationships with all members of the family and love being part of the team. I believe everyone is an important asset to a family’s success.
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