With an illustrious 50-year tenure in finance and multi-generational wealth planning, Charles is a seasoned expert in Income Tax and Estate Planning. His experience spans roles in the Tax Department at Arthur Young & Co., as a Tax Manager with KPMG, and as a Partner in a CPA firm, before transitioning into his work as a Wealth Advisor in both brokerage and Registered Investment Advisory. Today, Charles specializes in creating personalized tax plans for high-net-worth individuals, including tailored strategies for mergers and acquisitions. His passion lies in helping families retain, grow, and seed their wealth for future generations—while ensuring the current generation enjoys abundant provision and care through proper tax planning. Having guided clients in moving more than $115,800,000 of assets out of Federal estate taxes using Dynasty Trusts, Charles leverages the Kolbe system to enhance wealth preservation and growth across generations. He lives by the belief that “the best way to predict the future is to create it.”