Our reasons for becoming insurance professionals are deeply personal. A key driver is the desire to share information so clients can make an informed decision. Most people don't understand risk management or the disastrous consequences of not having a plan. Whether it's providing for your family's basic needs or for tax-mitigation purposes, the goal is to be well-informed.
Natalie has helped HNW individuals transition wealth to future generations or philanthropic interests for over 25 years. She specializes in tax-efficient wealth transfer strategies for both individuals and businesses. She works with entrepreneurs, executives, family offices and foundations.
She has built her practice by working collaboratively with the clients’ other advisors, including their attorneys, accountants and other financial professionals, ensuring a holistic approach to wealth/asset protection. Natalie received her J.D. from DePaul University, College of Law and her B.A. from UC Irvine. Natalie has spoken at Wealth Management Conferences regarding the transition of wealth to second, third and even fourth generations as well as the importance of long-term care insurance as a key wealth-preservation tool. She recently joined the Peninsula Estate Planning Council (“PEPC”) Board and serves on the Membership and Special Events Committees. She has previously served on EWN (Empowering Women’s Network) which promotes the advancement of women in business; Alexian Brother’s Foundation, a division of the Foundation, dedicated to helping those afflicted with AIDS; and Hanul Family Alliance, an organization serving the elderly Asian American Community.