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Structuring wealth is as important as creating it. It allows you to secure your family's future based upon your vision, values and beliefs.
Adam leads the North American team that creates sophisticated and holistic wealth planning strategies for US clients and international clients with US assets or family.
Prior to joining the Private Bank in 2007, Adam practiced as a trusts and estates attorney with the New York law firm Schulte Roth & Zabel.
Adam obtained his juris doctorate at Northwestern University. He holds a LLM in taxation law from New York University and is a Diplomate of the Royal Society of Arts. Adam is a member of the Society of Trust and Estate Professionals and the New York City Bar where he currently serves on the surrogate's court committee.
With almost 200 years of history, Citi's trust services help provide protection for family and business, coordinate holdings across multiple jurisdictions, and ensure clients’ wishes regarding their legacy are followed.
Citi Trust is the business name for a wide range of personal trust and estate management and related services provided by Citigroup Inc. or its affiliates to individuals, families and charitable entities throughout the world. Not all products and services are provided by all affiliates or are available at all locations.