Charles Livsey advises high net worth individuals on tax, estate and succession planning. He also acts on behalf of professional trustees and charitable foundations.
Strengths
Charles is thorough and thoughtful in his approach. He has proven expertise in creating and executing strategies to meet clients' needs across a wide variety of solutions. He cares about his clients and shows a willingness to do what is necessary to meet their needs. He is excellent.
I strongly endorse Charles for his exceptional client service and general services. His sophistication and expertise in estate planning, particularly with complex taxable estates, is outstanding.