Professional Bio
With more than 25 years of experience, in Private Client Services, specializing in providing comprehensive tax planning and advisory services to high-net-worth individuals, family offices, and privately held businesses. Tom is adept at navigating complex financial landscapes, offering tailored solutions that address individual income tax, estate planning, and wealth transfer strategies. Known for a holistic approach, Tom collaborates closely with his clients' advisory teams to ensure optimal outcomes, leveraging deep expertise in managing intricate trust structures and diverse investment portfolios. Tom's commitment to confidentiality and personalized service has earned a reputation for excellence and trust among clients.
