Resources for Private Bankers • Financial Advisors • CPAs • Family Offices

Welcome

The Professional Advisor Hub is a curated resource center for wealth professionals who support high-net-worth clients in Florida. Drawing on more than two decades of private-client experience and an LL.M. in Taxation from the University of Florida, these insights offer clear, practical guidance on estate planning, probate, and trust administration — with a focus on issues advisors encounter most often.

No email blasts. No sales pitches.
Just reliable, Florida-specific information available whenever you need it.

Who This Hub Is For

  • Private bankers
  • Financial advisors & RIAs
  • CPAs & tax professionals
  • Trust officers
  • Family offices

If you help clients manage significant wealth, these resources are designed for you.