Advised a multijurisdictional leader on tax-effective investment management, business structuring, legacy building and philanthropy.
Helped an industry pioneer and leader develop a multi-generational global fellowship and legacy program.
Co-founded and built a SEC-licensed asset management firm.
Co-created an investment cooperative that helps select individuals build long-term wealth.
Crafted brand strategies for financial institutions, governments and faith-based organizations. Helped organizations create digital media strategies and departments.