Family Office Executive
18+ years
Skills
Family Office Management
Family Governance
Philanthropic Planning
Wealth Transfer
Service Coordination
Family Dynamics
Estate Planning
Tax Strategy
Alternative Investments
Education
MBA in Family Business, Kellogg School of Management
BS in Business Administration, University of Texas
BS in Business Administration, University of Texas
Certifications
- CFP
- CPA
- Family Business Advisor
Executive focused on comprehensive family office services and multi-generational wealth management.
- Managed family office serving $500M+ in family assets
- Developed family governance structures and policies
- Coordinated philanthropic initiatives and foundation management
- Implemented multi-generational wealth transfer strategies
- Managed relationships with 20+ external service providers
