Senior Family Office Strategist
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As Senior Family Office Strategist, Lizzie assists clients with generational planning, family education, and legacy/charitable planning. In addition, Lizzie will help the team and clients navigate various legal matters, including estate planning and real estate…
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As a Senior Tax Strategist, Abby Donnellan, CPA helps clients better understand complex tax matters and planning opportunities. “I really enjoy collaborating with my fellow team members to deliver a comprehensive approach that provides the…