Experience in operating a family office. Experience with estate planning , tax issues ,accounting , and family emotional issues. I am not a lawyer or a CPA but constantly work with both .
Over 50 years of owning a Family Office . Experience in accounting , estate guidance , tax issues , and emotional family dynamics .
Mr Adams is an exceptionally experienced and knowledgable family office expert. I am amazed by what I learned in my first call. I will call again once I've gone through my to do list. Thank you!
Straight forward! Direct! Thanks!