As an Advisor and our Vice President of Implementation, Ben utilizes his broad experience to help high net worth families. He is tenacious and rolls up his sleeves to solve problems and implement solutions. Being a trained accountant allows him to provide deep guidance on matters like taxes, budgeting and cash flow. However, his experience tackling a myriad of topics for his clients, including household staffing & hiring, trust & estate planning, home purchases, insurance, aviation and contract review, allows him to serve as a strong Advisor in many areas.
Ben has served high net worth individuals for over 15 years. During that time he founded and ran a family office in Los Angeles for almost 7 years. This involved building it from the ground up, creating procedures, hiring staff and coordinating with family members and external stakeholders. He credits the start of his career at Arthur Andersen with teaching him systematic thinking and client service skills. His career has included advising in the tech, entertainment, and finance industries and included stints in Germany and Switzerland thanks to his German proficiency. He has been an active CPA for two decades.
Ben received a Bachelors of Business Administration in Accounting from Andrews University. Originally from the New York area, he now calls Los Angeles home. He enjoys outdoor activities and exploring California with his wife.