Bruce Popper provides sophisticated, client-tailored, tax efficient estate, asset protection, business succession, and charitable planning strategies to high net worth clientele of many highly regarded financial institutions in the United States. His responsibilities include face-to-face meetings with clients and their advisors to assess planning needs and objectives, analyze supplied data and develop strategies for plan implementation through client-selected practitioners.Read Full Bio.
WEALTH ADVISORY GROUP PLANNING SPECIALISTS
Dan Mythen is a specialist in the implementation and design of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. For most of these clients this involves working with their advisors to establish, fund and leverage multigenerational wealth strategies, frequently in tandem with philanthropic techniques.Read Full Bio.