Bio
Over the course of his 25+ year career advising high-net-worth families, Paul’s focus has always been on helping each of them achieve financial success on their own terms. Some families are looking to provide wealth and values to their loved ones through gifting, wealth transfer, business succession planning and family engagement. Many are looking to make the world a better place either through philanthropy, impact-driven investments or both. Sometimes the goal is much more focused: securing a family’s standard of living at a high level of confidence so they can retire with assurance.
Paul has been a trusted Financial Advisor to his personal clients and a national resource for planning expertise for families. The financial planning tools he has learned through the years are still leveraged today to help people make well-informed decisions. He has had the pleasure of advising hundreds of families across the country on how to achieve financial success.
His approach is to use all the tools available for clients to achieve success on their terms, including asset allocation, estate planning, income-tax efficiency, charitable strategies, and pre-liquidity-event positioning. The image of success is different for every family, so these puzzle pieces have to fit together in different ways to suit each family’s particular goals.
Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.
— Ayn Rand
Q&A
My approach is to use all the tools available for clients to achieve success on their terms including asset allocation, estate planning, income-tax efficiency, charitable strategies, and pre-liquidity-event positioning. The image of success is different for every family, so these puzzle pieces have to fit together in different ways to suit each family’s particular goals.
I had a client ask me this early on in my career. I immediately thought of my parents, but specifically my Mom. While my Dad was working she ran our household, paid the bills and made sure we always had everything we needed, but she did not have a financial background and did not know much about investing. I wanted to be the Advisor that could educate, assist and provide a level of trust and confidence to Clients to make the best decisions to achieve financial success on their terms. I based this on what I envisioned my Mom would need if something ever happened to my Dad.
Attend a Manchester United game at Old Trafford – preferably the Manchester derby.
