Chris is responsible for crafting the evolving wealth planning experience for BWM’s affluent families. Working together with his team, he develops and implements custom-tailored, multi-generational wealth plans. These plans are based on a thorough understanding of each client’s personal values, as well as the vision each has for their legacy. Chris works with clients and their families to address income and estate tax concerns, using various wealth planning techniques. They also focus on business succession and sale issues and develop charitable giving strategies that allow for the expression of philanthropic aims while helping to benefit the overall portfolio. In all their work with clients, asset protection considerations are at the forefront.
This is an amazing, sophisticated team that begins each relationship with an exploration of family values and focuses holistically on the wealth management needs of the client. It aligns perfectly with the way I have always approached client relationships, and I am honored to bring my perspective to BWM.29 July 2021