Eric is a seasoned legal and financial professional with a wealth of experience spanning over two decades. Eric dedicates his experience to overseeing legal, tax, trust, and financial strategies tailored for high-net-worth families. His multifaceted skillset encompasses a broad spectrum of complex legal and financial issues, making him a trusted advisor for his clients.
With a robust background as an attorney since 1994, Eric has honed his craft in contracts law, business transactions, estate and trust planning and administration, tax law, mergers and acquisitions, real estate transactions, philanthropy, aviation, and corporate finance. He adeptly drafts contracts, leases, wills, trusts, and loan documents and other agreements across diverse business sectors.
Prior to joining Michael Best, Eric served as senior managing director of family office services at one of the largest banking institutions in the U.S. His responsibilities included overseeing CFO services, wealth strategy, leadership and legacy planning, and philanthropic impact initiatives. Eric played a pivotal role in enhancing core private banking and wealth management services by integrating holistic planning, reporting, family governance, and education.
Prior to his role at the bank, Eric held the position of Head of Global Wealth Planning and Family Enterprise Solutions at another financial institution. In this capacity, he delivered tailored wealth management solutions for multinational clients, focusing on international tax strategies for European families.