Larry Powell chairs CSH’s Personal Wealth Planning Services Group and works with clients from all over the world. He enjoys working with clients to help them achieve their financial wealth planning goals and make decisions to maintain family harmony. Every family is different, and nuance is important in achieving these goals which comes with experience. Larry has been serving clients for over 35 years and looks forward to sharing that intersection of knowledge and experience with you.
In many cases, a family-owned business, or “golden goose,” may be an essential part of a client’s life and protecting the golden goose is critical to achieving their financial goals. Larry has worked with many business owners not only during their business life, but in selling their business, or gifting it to the next generation. He successfully assists clients in navigating these transitions to ensure the associated tax drain doesn’t significantly reduce their future lifestyle.
Larry is also a member of the firm’s Tax Committee and chairs the Education subcommittee to ensure tax staff receive the high-level tax and consulting skills they need to serve CSH’s diverse client base. Additionally, he is a frequent speaker on tax and estate planning topics.