I am a founder of InKnowVision and a former practicing estate and business planning attorney. I enjoy solving difficult problems for complex estates. I teach professional advisors across the country how to use advanced estate planning techniques and identify problem areas and opportunities that a high net worth client may not know they have.
Who I Help
Over the years I have served small boutique estate planning law firms, independent registered investment advisory firms, small fee only planning firms, independent CPA firms and life insurance professionals. All of these relationships have a client or several clients with net worth's of $20M to $100M and are in need of advanced estate planning and overall tax planning.
How I Work
I use an unbiased fee-based team approach to design and deliver estate tax, income tax and wealth transfer solutions for high net worth families. I work as a strategic outsource with attorneys, financial professionals, insurance advisors and CPAs throughout the country.
I have, along with my team, developed a unique approach to working with affluent families that is easily learned by successful advisors. I have also designed proprietary design and presentation software that allows the integration of multiple strategies with varying assumptions, resulting in an excellent presentation tool for successfully engaging the affluent.
At InKnowVision we provide all of our Advisors with planning capability leading to comprehensive engagements, higher client retention and satisfaction in the high net worth market.
Go to our website (www.inknowvision.com) and see how we have planned for over 800 high net worth families since 2003 and served over 500 advisors in assisting them with estate planning and business planning for their clients.
Western New England College School of Law
Professional Associations & Memberships
Advisors In Philanthropy, WealthCounsel, Pinnacle Certified Business Exit Planners