Jeff is a senior consultant in the BDO Advisory & Tax Services Practice. With 20+ years of facilitation and coaching experience, Jeff helps family enterprises, private companies, and not-for-profits effectively deal with the transition from one stage of their lifecycle to the next. The fourth generation to spend several years working in his family’s firm, Jeff thoroughly understands the challenges facing privately-owned businesses, their key stakeholders and the high net-worth families they support.

For over two decades, Jeff has continued to grow and apply his knowledge and experience to help private company owners and their families adapt a truly holistic approach to planning for the future. He is renowned for expertise in strategic wealth preservation, stewardship & growth, family enterprise risk management, succession & family wealth continuity planning, wealth transition and family governance. In 2003, he earned the Certified Management Consultant designation, globally recognized as the highest standard of consulting and adherence to a code of professional conduct. More recently, Jeff earned the designation of FAMILY ENTERPRISE ADVISORTM, representing the pinnacle of professional expertise in the field of family enterprise advising.