Randy serves as the Chief Operating Officer and founding Partner of Aletheian Wealth Advisors LLC, a multi-family office purposefully built to serve families with complex estate planning, trust, and asset management needs. For the past 20+ years, his focus has been client relationships that center on trust and estate designs which consider multi-generational needs and related family governance, tax mitigation, asset transfer techniques, ongoing control, and charitable intent. Randy’s experience includes extensive portfolio design and management that utilizes efficient allocations to address client specific risk/return dynamics, tax issues, and