EXPERTISE: High net-worth individuals and families;
wealth management; income, estate and gift tax planning; charitable gift
planning; business structuring and organization; real estate industry
consulting.
EDUCATION: B.S. in Accounting, University of California at Berkeley; M.B.A. in
Accounting, University of California at Berkeley.
OTHER ACTIVITIES: Serves on the Boards of Directors of two publicly traded
NASDAQ companies and various charitable organizations; travel, tennis
and spectator sports