Greg provides financial and investment strategies to ultra-high net worth clients. Our tax and financial strategies involve life insurance, annuities, lending solutions, captive insurance, and many others. Greg is the national tax strategy partner, working with clients to provide tax planning and investment strategies.
Greg’s CPA practice is dedicated to providing the highest quality tax service to our clients. We serve many markets: successful privately held businesses and their owners; athletes and entertainers; family offices and ultra-high net worth families; and corporate executives. We provide all forms of tax consulting services, including income and estate tax planning, wealth preservation and liquidity event planning, and consultation regarding tax-efficient and strategic investments and life insurance.
Greg was named one of Worth Magazine’s 100 Most Respected Financial Advisors, recognized for the services he provides to privately held businesses/owners. He has served many Forbes 400 families, and many of the largest privately held businesses in the country.
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