Nathan is a Manager in the firm’s Private Client group. His priority is the tax and estate needs of ultra-high-net-worth individuals and families. He strives to bring simple solutions to complex client goals. Nathan provides expertise in federal and state trust planning and compliance. He has a strong technical background with many trust structures, allowing for efficient and effective trust and estate planning. He consults on and builds family succession plans tailored to the client’s short- and long-term goals, values, and wishes. Nathan continuously seeks to grow with the ever-expanding trust and estate landscape. This passion leads to meaningful contributions that yield tax benefits for multiple generations.
Nathan's clients benefit from his expertise in a variety of issues, including:
BS, summa cum laude, Accounting, University of Southern Maine
BS, summa cum laude, Finance, University of Southern Maine
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