EXECUTIVE DIRECTOR | ESTATE + BUSINESS PLANNING

Meet Richard Austin, JD, LLM, CIMA®

Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations. By offering creative ideas for investment, estate, and charitable gifting strategies, he helps high-net-worth clients build legacies for themselves and their families. Rich concentrates on working with advisors in the design and implementation of thoroughly researched tax reduction strategies. Rich was previously an attorney in private practice and a corporate staff attorney specializing in tax issues and financial analysis.

* Licensed not practicing