Nathan’s two decades in the industry has lead him to work with a broad scope of clients, managing a full spectrum of wealth planning issues. As executives, they were responsible for looking out for the employees and their families, as well as the company. Many times however, no one was looking out for their best interest. Together with his professional network of strategic partners, Nathan looks to address the largest areas of concern: preserving their wealth, tax mitigation, taking care of heirs, protecting their wealth from being unjustly taken, and charitable gifting.