My team and I run a “true” family office, one that really looks after a family’s well-being and sees that all their affairs are in good shape. We hold hands, give advice, teach, create/review ownership structures, help with corporate and family governance, oversee their wealth management, and help the family find and hire great professionals for all of these. Full transparency, no conflicts of interest, always what’s in the client’s best interest.

As a middle-aged new athlete, I’m here to have fun, get healthier, grow old gracefully, and get as fast as my time and the job/family needs will allow. Primary fitness goal is to comfortably complete an Olympic-distance triathlon before my 50th birthday in March 2022.