|
|
 |
 |
|
|
Our People |
|
|
The best financial advice is delivered in a team approach that considers the interplay of financial management, taxation and legal issues. Our team has a complementary set of experiences and credentials that allow us to provide truly comprehensive financial advice. We invite you to explore the biographies of our team members.
Particular areas of strength and experience include:
• Portfolio design and management
• Investment suitability and advisor conflicts
• Estate planning and trust administration
• Income tax forecasting and tax management of legacy assets
• Private investment funds, alternative investments and angel investing
• Stock option strategies and executive compensation
• Charitable giving strategies
• Insurance coverage and claims
• Home financing alternatives
|
|
|
|
|
Principals
|
|
Associates
|
|
| |
|
|
|
|
|
|
|
|
| |
|
|
|
| |
| |
|
| |
|
|
|
|
| © Copyright 2009 - Frederic T. Kutscher Associates, Inc. All Rights Reserved. |
Disclaimer |
|
|
|
|
|
