Former Family Office Executive, Tax Lawyer and Family Wealth Strategist. Independent Trustee for 18 years. I serve on Trust Boards that desire strong alignment between the family culture that built the wealth and the current beneficiaries now stewarding it.

Services

Trustee, Trustee - Co-Trustee, Trust Protector, Attorney, Family Office Advisor, Estate Executor / Administrator

Types of Trusts / Specialties

Businesses in Trusts, Real Estate in Trusts, Alternate Assets

Accepting New Clients

Yes

Accepts Trusts/Business in Other States

Yes

Contact Adam

1314 Shelbourne Street SWCalgary, Canada - Alberta T3C2K8

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