Our
Team

Michael has spent over 25 years working with business owners, real estate families and entrepreneurs on succession, exit, transition and estate planning matters. Michael has a distinct process that entails unique discovery and a proprietary Legacy Plan that is customized to each client relationship.

Michael began his career in 1993 as an Executive Director for the Estate Planning Group of John Hancock. Later he headed the Estate Planning Group at Oppenheimer & Co., where he spent 11 years helping advisors provide clients with tax-efficient, multi-generational wealth planning solutions. In 2011, Michael joined UBS Financial Services as a Managing Director. Shortly after joining UBS, he was appointed to the Chairman’s Council, a group of the firm’s most influential advisors. In April of 2016, First Republic Bank acquired his practice, where he served as a Managing Director until launching Audent Family Wealth Advisors, which later led to the creation of InnoVise.

Michael attended University of California at Santa Barbara, where he studied economics. He is a frequent speaker for YPO and Tiger 21. Michael’s past charitable affiliations include Cedars-Sinai Sports Spectacular and Cherish the Children Foundation, an organization dedicated to strengthening families and protecting children from violence in their communities.