Working with clients and families for over 20 years.

Jeffrey has years of experience working with clients and families. As a consultant, he has assisted the clients of most of the major national investment firms and banks in developing strategies to minimize taxation and ensure the orderly transfer of assets.

As a member of the LGBTQI+ community, Jeffrey understands the particular goals, needs, and objectives of community members. He is a former board member of Equality California and is an ardent supporter of diversity, equality, and inclusion.