I am an attorney (JD/MBA/CPA) with more than 35 years of experience counseling business owners, executives, and ultra high net worth individuals and families in the areas of tax, mergers & acquisitions, general corporate, real estate, estate planning, asset protection, philanthropy, and business succession planning.

In addition to my independent legal practice, I also serve as Chief Family Office Strategist at Leelyn Smith, an integrated advisory firm, where I advise clients on the tax, legal and strategic dimensions of estate planning, business transitions, asset protection, philanthropy, and multi-generational wealth strategies. Learn more about Leelyn Smith’s Family Office approach here.

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