I am a Senior Manager in the Chicago Private Wealth group of Deloitte Tax LLP. My career in public accounting has been focused on serving family offices, ultra-high net worth individuals, private trust companies and closely-held business owners across the United States on various tax planning matters. In serving clients, I have focused on Family Office consulting, providing Strategic Family Wealth planning, and financial planning matters with respect to income, gift and estate taxes to help them meet their goals and objectives. I have worked closely with numerous family offices, providing insight on legislative developments, assisting with the tax structuring of investments and helping the family office to best serve their clients.