Financial Advisor to Family Offices, High Net Worth Individuals, and Foundations
Having served one of America's wealthiest families for 17 years, Don Carson has a unique set of capabilities to serve as a senior advisor to family offices and high net worth individuals. Carson has experience with complex holding company structures, tax and estate planning, real estate management services, legal and fiduciary matters, and family governance and development issues. Carson has extensive experience in managing taxable and non-taxable investment portfolios for family members and foundations. Investments managed included publicly listed securities, private equity, hedge funds, and direct private investment in operating companies.
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