Personal financial advisor with 20+ years experience in a multi-family office setting helping ultra high net worth clients and multi-generational families preserve, grow, leverage, share, and enjoy their wealth. Specialties: Asset Allocation. Investment Tax Planning. Estate & Gift Tax Planning. Philanthropy. Family Dynamics. Planning for Same Sex Couples and Unmarried Partners.
Frank Censullo
Director, Family Wealth & Estate Planning
Lexington Wealth Management
United States, Massachusetts, Lexington
About Me
Profile Information
Director, Family Wealth & Estate Planning
Lexington Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Lexington
Massachusetts
United States
Sep 16, 2024
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