Anneke H. Niemira, JD, LLM
As a Wealth Strategist, Anneke helps clients design solutions and strategies, guiding families through the complexities of multi-generational wealth. Anneke is a tax and estate planning attorney by training, though she is not actively practicing. This includes...
Andrew Knight
Andrew delivers wealth strategy services to ultra-high net worth clients. As Vice President, Wealth Strategy, Andrew works with the team to design solutions and strategies to help families navigate the complexities of multi-generational wealth. He also addresses all...
Lauren Detering Friday, MT, CFP®
Throughout her career, Lauren has delivered wealth strategy services to ultra high net worth clients. As a Managing Director, Wealth Strategy, Lauren designs solutions and strategies to help families navigate the complexities of multi-generational wealth. Lauren...
Recent Comments