Aileen is a trusted and highly experienced consultant to accomplished business owners and a uent families on matters associated with transition and wealth. She helps guide families through the unique opportunities and challenges they may be facing in the areas of wealth, tax & estate planning, philanthropy, family governance and business succession planning by taking time to thoroughly understand specific goals and objectives. When dealing with business owners, Aileen helps ensure that personal and business goals are aligned by examining the entire financial situation—including the interaction between family, business and ownership structures for today—and with a future transition in mind.
Aileen holds the Certified Financial Planner (CFP®) and Family Enterprise Advisor (FEA) designations. Aileen is co-author of “Inspired Wealth, Financial Leadership for the 21st Century”, a book that serves as a guide for making critical choices about money to create a fulfilling life.