is the Founder of The Due Diligence Project™, which is a Revolutionary Due Diligence Platform and a Community of Elite CPA Firms, Law Firms, Family Offices, and Best-in-Class Specialty Firms. 

is a Family Offices Best Practices Thought Leader, NY Times Best Selling Author, and manages a Multi-Family Office for a number of families with a minimum net worth of $300 million. 

is a dynamic specialist and thought leader who supports many elite Family Offices, VFOs, and CPAs around the country. 

is a leading specialist and favorite resource of elite Family Offices, Law Firms, and CPAs around the country. 

is a dynamic thought leader and specialist who supports CPAs and Virtual Family Offices, who serve ultra-high net worth families.