Eric builds sophisticated estate planning strategies for families and individuals, including business owners and executives. He also counsels clients on the legal and business implications of major life events, including premarital planning, relocating to a new jurisdiction, appointing short-term guardians for vacationing relatives and loved ones and designating agents for health care decisions.
Eric represents clients spanning numerous industries and backgrounds, including traders, doctors, professional athletes, real estate developers, private equity firms, manufacturers, movie producers and others. A certified public accountant, he creates comprehensive approaches to protect and add value to his clients’ varied business and personal interests, including designing succession plans that enable wealth and leadership to flow from one generation to another in a seamless and tax-efficient manner.
Clients benefit from Eric’s aptitude for developing holistic yet flexible and practical solutions for reaching their long-term objectives. They rely on him as a valued advisor whose expansive mindset incorporates their estate planning, business interests, personal matters, tax minimization, charitable endeavors, insurance needs and more – the dynamics essential to their overall well-being and success.