Clients appreciate George’s ability to quickly assimilate complex tax and financial issues, and his skill for distilling information into a comprehensive form. With his practical approach to business and personal understanding of clients, George balances the bigger picture with careful attention to detail. His goal with every relationship is to deliver exceptional service tailored to the needs of the client.
Beginning his public accounting career in 2010 in the audit practice of a global accounting firm, George also spent a decade at a boutique firm working primarily with ultra-high-net-worth individuals and their families, businesses, trusts and other closely held entities. His broad range of expertise includes income tax planning and compliance, estate planning, financial reporting, family office accounting, and administration of complicated investments and entity structures. George specializes in providing an integrated offering that combines tax and estate planning with family office services. Understanding the value of a comprehensive advisory team, he often works closely with clients’ attorneys, investment advisers and operating business staff.
George and his wife live in Westlake, Ohio. In addition to spending time with family, George enjoys learning new things by reading (with a particular interest in anything business related) and exploring locally. Some favorite local destinations include Vermilion, Chagrin Falls and parks on Lake Erie.