For more than three decades, Craig has provided investment, planning and strategic business consulting services to individuals and their related entities. Since 1997, his advisory roles have included portfolio analysis, investment counsel and multigenerational plan design. He has provided litigation support and analysis in complex trust and conservatorship, fiduciary responsibility, divorce and business valuation cases. He also served as Compliance Officer for two firms. Craig was previously a tax manager for a wealth management concern located in New York City. He was responsible for the tax compliance, estate planning, research and projections for a prominent family within New York’s in