South Florida based Independent Trustee with experiences with Family Offices and Direct Investments.
Administered over $600 million of 468B Trusts (complex settlement cases)
Experience with venture capital, private equity, digital media (e.g. sports, film, music), and Intellectual Property rights.
Industry experience with Financial Services, Healthcare, Business Services, and Energy (Oil and Gas & Clean Energy)
Services
Accepting New Clients
Yes
Accepts Trusts/Business in Other States
Yes
Services Offered
Trustee, Trustee - Successor, Trustee - Co-Trustee, Trust Protector, Family Office Advisor
Types of Trusts / Specialties
Businesses in Trusts, Directed Trusts, Alternate AssetsContact Alexander
405 NE 2nd Street apt 511 Fort Lauderdale, Florida 33301