We are elite wealth and estate planning professionals.

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 i...

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.