Jacque is a dynamic and zealous advocate, working tirelessly to provide sophisticated advice and world-class service to private wealth clients. As a former FBI agent and CPA, Jacque brings exceptional knowledge and experience to tax and estate planning clients across the country.
Jacque works with high-net-worth individuals, closely held business owners, athletes, and entertainers, including multi-generational families, founders of publicly traded companies, individuals on the Forbes 400 list, and individuals and families across the sports and entertainment industry. Collaborating closely with clients’ advisory teams, Jacque provides customized strategies to preserve clients’ wealth, deploying all tools at her disposal, including advanced tax and estate techniques, business succession and charitable planning, asset protection structures, and lifetime gift planning.
Jacque holds a CPA certificate and enjoys the complexity of helping clients maximize tax benefits and preserve family wealth passing to future generations. Her financial criminal investigative background allows her to help clients mitigate the potential of future liability. Jacque is also the leader of the firm’s entire Financial Services and Capital Markets business unit, making her uniquely qualified to address all client needs by building cross-specialty teams to provide a truly full-service experience.
In addition to Jacque’s work on complex estate, gift, and generation-skipping transfer tax planning strategies, she also focuses on income tax planning, asset protection strategies, and family governance solutions. Jacque strives to address each client’s specific needs and goals with flexible planning designed to adapt to changing circumstances.