Michael joined PW Lawyers in 2021; he has extensive financial services industry experience in the USA with Fortune 100 companies.
He has trained and advised financial planners, accountants, and legal practitioners in the use of advanced life underwriting techniques in estate and business succession planning.
Michael focuses on wealth transfer planning to future generations, and he specializes in Wills, Trusts, and Business Succession Planning.
He has over 30 years of experience conducting client interviews.
Michael’s goal is to “Simplify the Complex” and delivering creative and practical solutions to the clients of PW Lawyers.
We are extremely pleased to have a person of Michael’s experience and calibre join our team.
Michael’s extensive knowledge in estate planning and succession planning provides a valuable resource for any client looking to plan for their family or business.