Alex helps high-net-worth families, business owners, entrepreneurs, and executives navigate the complexities of intergenerational wealth preservation. From structuring business exits and family offices, to designing efficient, novel estate plans, Alex provides the strategic foresight needed to protect his clients’ legacies. His clients include family offices, legal and finance professionals, families that have done well for themselves, and innovators across the biotech, manufacturing, and software industries.
Alex takes a holistic approach, collaborating with his clients’ other advisors to understand the full picture so he can engineer creative solutions that align tax and non-tax goals. To Alex, all clients are family, and the key to a great partnership is timely, friendly, and thorough communication.
Alex holds his Bachelor of Science in Accounting from Carroll University in Waukesha, WI. He is a Certified Public Accountant in Wisconsin and Illinois, serving clients in the Greater Milwaukee area, Chicagoland, and beyond.
Outside of work, you can catch Alex enjoying metro-Milwaukee’s tastiest restaurants, or exploring one of the many upper Midwestern state parks.