Bonnie Richards
Family Office Consultant
- Role
- Managing Director at 瑞银集团
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Bonnie Richards
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Experience
Managing Director
Sep 2008 — Present
Excellence in advice, service and execution are at the core of what Opifex Advisors provides to ultra-wealthy families. Managing wealth is complex. We are unique to the industry, in that we possess the depth and breadth of experience to provide, not only critical analysis and valuable advice, but the ability to implement those integrated solutions for our clients and their advisors on an ongoing basis. Opifex Advisors has developed a proprietary Integrated Wealth Plan (IWP) to provide customized advice at the intersection of a client\'s professional, personal and financial objectives. Our proprietary process serves to navigate our clients through the ongoing implementation process. Wealth management areas include estate, trust, asset protection, business succession, liquidity and credit management. In addition, we strictly adhere to a disciplined investment process with a core focus on risk management and sustainable investing.
Education
New York University School of Law
LLM, Tax Law/Taxation
Temple University - James E. Beasley School of Law
JD
Drexel University's LeBow College of Business
BS, Accounting & Finance
1987 — 1992
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