Amy is a Principal in the HB Family Office division. She is an advisor to ultra-high net worth families and family offices and is responsible for a wide variety of their wealth management needs. Amy customizes her advice based on lifestyle needs and legacy objectives, focusing on both the family as a whole and its individual members. She focuses on estate and gift planning, tax planning, financial planning, philanthropy, risk management and family governance. Amy’s interest in planning began at law school, and she earned the outstanding tax student designation at the University of Virginia in 1997. She then received her LL.M. in taxation from the University of Florida, and