This is who I am.

I can help you live well with a legacy.

Learn more about what I do.

FREE events in NYC area

I’m presenting in New York in mid-May. Both presentations are free. Registration info …

Join me for two free presentations this Spring

Handling an estate is not your regular job.

This is a challenging but rewarding assignment. Wherever you are, I can guide your efforts.

Learn how I support families and executors.

Live well with a legacy.

I share ideas and tools with artists, their families, and collectors

Visual inventories

Business perspective



Tell me what's going on.

I’ll see what I can do to help.
Reach out today.