As a certified public accountant and former FBI agent, Jacque brings exceptional knowledge and experience to tax and estate planning clients.
Jacque enjoys the complexity of helping clients maximize tax benefits and preserve family wealth passing to future generations. As leader of the firm’s Private Wealth Group, she provides customized strategies for estate and tax planning, trust administration, business succession planning and lifetime gift planning for high-net-worth clients. Her financial criminal investigative background allows her to help individuals and families avoid the possibility of liability in the future.
As Jacque counsels clients on matters such as complex estate, gift and generation-skipping transfer tax planning strategies, she considers the specific circumstances of each person. She works with every client’s team of advisors, accountants and other professionals to design and implement effective plans through wills, revocable trusts, irrevocable trusts, family entities, and purchase and sale agreements. Jacque also focuses on income tax planning, asset protection strategies and family governance solutions for clients. At the end of the day, the sophisticated planning concepts she develops ensure each client's goals are fully realized, and that family wealth is preserved through the generations.