As a business owner, you continue to innovate, create and change the community we all live in. Understanding your personal and family objectives allows us to better align your personal objectives with your business interests.
Tasso has been guiding high net worth entrepreneurs, business owners and their families to help them set out their goals to ensure long-term business and wealth succession. Tasso works with the entrepreneur and their family advisory group to address such areas as governance, shareholders agreements, Will and estate planning, in order to meet both the personal and business objectives.
His ability to listen, understand and synthesize the many complex issues faced by high-net-worth individuals makes him a valued partner for more than just his business acumen. For more than 30 years, Tasso’s goal has been to make every client feel comfortable and confident that their financial roadmap for the future is in dedicated hands.