Stephen focuses on helping business owners and high net worth families preserve their hard earned wealth through sophisticated income and wealth transfer tax planning strategies. While tax efficiency is crucial, Stephen understands that clients additionally desire pragmatic planning which will encourage productivity for future generations and minimize the potential for familial disputes over inheritance.

Stephen pairs his technical knowledge with over 10 years of experience in the legal and financial industries as well as the court system. These experiences gave Stephen exposure to the complex financial and non-financial issues high net worth individuals face and provides him with the ability to counsel clients in a holistic manner.

Stephen is a frequent public speaker on topics in his area of practice and has contributed multiple articles to well known publications in his field such as Bloomberg Tax and Thomson Reuters Estate Planning Magazine.