Richard Neely

Richard Neely is currently serving as Trustee, Co-Trustee and Trust Protector for several families. His varied background includes due diligence for commercial real estate, investment funds and private equity investments, compliance monitoring, charitable giving analysis and donor relations. He is comfortable while also sensitive to the unique demands imposed on professional advisors in a family office setting. His ability to understand complex financial and legal issues, coupled with his attention to details makes him a valued trusted advisor and fiduciary.