Bring organization and peace of mind to your family finances with Tax & Wealth Management, Inc. We provide turn-key family office administrative services supervised by experienced CPA professionals.
Gain strategic insight into your tax planning and preparation with our team of dedicated professionals.
Brian has over 35 years of experience in managing the tax consulting and compliance needs of individuals, trusts, estates, exempt organizations and closely held businesses. He has extensive experience with gift, estate and generation-skipping taxes, and income taxation of fiduciaries and beneficiaries, including complex estate tax audits. His primary practice involves helping high net worth individuals preserve wealth through strategic income and estate planning.
Throughout his years of practice, Brian has first-hand experience with family dynamics, which helps him appreciate many of the non-financial issues that challenge his clients as they consider their financial options. Brian’s businesslike approach helps him provide his clients with creative, practical and understandable ways to achieve their family financial objectives.
Before starting Tax & Wealth Management, Brian was a Tax Partner at Arthur Andersen and PwC, where he served clients in the Personal Financial Services (PFS) Group.
Doug has over 20 years of experience in providing a wide range of tax planning and compliance services to high net worth individuals and their families. His areas of expertise include:
Before joining Tax & Wealth Management, Doug was a tax director in a single family office for 5 years. Prior to that time, he was a vice president at McCormack Advisors International and a tax manager at Arthur Andersen and PwC.
Don has over 25 years of experience in providing tax consulting and compliance services for high net worth individuals and their families, executives and other professionals. He works almost exclusively with our clients who live and work in Bermuda on all tax matters including:
Prior to working at Tax & Wealth Management, Don was a tax director for more than 16 years in a single family office.
George has over 9 years of professional experience and works primarily with high net worth individuals and their families, businesses, trusts, and other closely held entities to provide a wide range of accounting and tax services.
Prior to joining our firm, George spent 4 years in the audit practice at PwC working primarily on real estate clients. George graduated summa cum laude from The Ohio State University with undergraduate degrees in accounting and finance as well as a master’s degree in accounting.