Additionally, Tim mentors other Choreo advisors, providing instruction and guidance on various complex financial plans. He also assists other advisors with technical support and strategic thought for their more complicated client situations. He has more than 30 years of experience providing wealth counsel to ultra-high-net-worth individuals and their families. His clients include CEOs and directors of publicly traded companies, successful owners of privately owned businesses, and other ultra-high-net-worth families.
Tim’s areas of experience include portfolio management using both traditional and alternative investments, estate planning, including investment strategies for complex estates, asset protection techniques, tax-efficient investment planning, and intergenerational family planning.