Rich has provided financial planning solutions to his clients since 2007. Primarily serving closely held businesses, executives, and wealthy families, he helps them prepare for transactions and retain more wealth. He advises clients on real estate ownership, stock option compensation, and business transition planning.
Rich also focuses on the wealth aspects of estate planning, including gift and generation-skipping taxes, children's trusts, life insurance trusts, and charitable giving. He’s a Certified Financial Planner, seamlessly integrating business owners’ professional and personal finances. Rich has written numerous publications, where he frequently contributes professional advice.