Shareholder, Tax and Wealth Management
Office: San Francisco
Henry has provided tax services to individuals and businesses for over 30 years, with a focus on tax planning for high net worth individuals. He consults on financial planning, estate planning, and wealth transfer strategies. The co-founder of Vista as well as BPM, Henry audits high net worth families as the “Family CFO.” His expertise has been cited in Fortune magazine in regards to year-end tax planning opportunities.
Not sure which has proven more valuable: his undergraduate degree in Psychology, or his Master's Degree in Taxation.