Kevin has successfully assisted a select number of high net worth families, business leaders and executives in creating multi-generational wealth through strategic wealth management planning.
The professional and geographical diversity of Kevin’s client base has allowed him, over the years, to develop a unique approach to comprehensive planning that focuses on strategy and cohesion across the four disciplines of strategic planning; investments, tax, law, and insurance.
In addition to serving his clients in the United States, Kevin has successfully established an international practice focusing on US expatriates and dual US citizens who live and work abroad. A sought-after speaker and advisor for law, accounting firms and MBA programs, Rex has appeared as a financial expert on Bloomberg Television, CNN, Forbes on Fox, and has been published in various, well known publications. In addition, he is a contributor to Love, Money, Control: Reinventing Estate Planning, a book that has become a valuable educational tool for colleagues, clients and the general populace.