Executive Planning Services



Our team provides corporate executives with comprehensive tax, estate and financial planning services designed to maximize the value of company-provided compensation and benefits, helping to meet their personal financial goals and objectives.

Partner

Boston

617-345-1206

Associate

Rochester

585-263-1062

Associate

Boston

617-345-1224

Partner

Chicago

312-977-4385

Senior Counsel

Boston

617-345-6072

Partner

Boston

617-345-1268

Partner

Boston

617-345-6074

Partner

Boston

617-345-6075

Professional Specialist

Rochester

585-263-1401

Professional Staff

Rochester

585-263-1016

Senior Counsel

Rochester

585-263-1357

Senior Counsel

Rochester

585-263-1271

Professional Staff

Rochester

585-263-1101

Professional Specialist

Rochester

585-263-1272

Tax Specialist

Boston

(617) 345-6001

Partner

Boston

617-345-6157

Professional Specialist

Rochester

585-263-1351

Professional Specialist

Rochester

585-263-1371

Tax Specialist

Rochester

585-263-1117

Partner

Boston

+1 617-345-1269

Partner

Rochester

585-263-1058

Professional Specialist

Boston

617-345-6190

Professional Specialist

Rochester

585-263-1029

Tax Specialist

Rochester

585-263-1262

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