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About Us
We are a team of elite wealth and estate planning professionals who offer decades of experience
in gift and estate tax planning. Our principals have focused on the planning needs of the high net
worth community since the 1980’s. Over the past decade, we have worked on numerous multi-
million dollar transactions together including multiple transactions with Forbes 400 families.
We
formally joined forces in 2010 to found Eagle River Advisors, a boutique advisory firm dedicated to developing and implementing innovative wealth and gift and estate tax planning strategies on behalf of high net worth individuals and families. Learn more.
Advice and Guidance
It’s what you’ll find at Eagle River Advisors.
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Mission Statement
The sole focus of Eagle River Advisors is developing, marketing and managing solutions that assist
high net worth individuals and families in addressing the many tax, asset protection and wealth preservation planning challenges they face.
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Copyright 2010. All rights reserved.
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