Chris is a trusted adviser in wealth planning and preservation for wealthy individuals and families. His clients include private business owners, families with established wealth, family offices, and principals of private equity and hedge funds.
Chris understands the personal nature of estate planning and strives to design plans tailored to each client’s individual needs. To accomplish his clients’ goals, Chris implements a wide variety of estate planning tools both during life and at death. These tools, including irrevocable trusts and family entities, aim to leverage a client’s estate, gift and generation-skipping transfer tax exemptions to transfer wealth in a tax efficient manner that is also protected from creditors.
Chris also fixes old estate plans, including the modification of irrevocable trust agreements through decantings and settlement agreements.