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 Assets

Contact Alexander

405 NE 2nd Street apt 511 Fort Lauderdale, Florida 33301

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