Profile Process
The managing member of the firm is Adam Chodos.
Adam Chodos, JD, CPA is a private client attorney representing successful individuals, families and businesses in the areas of asset protection, advanced estate planning, taxation, and wealth advisory/coaching. Mr. Chodos is also special counsel to various professional firms.
Previously, Mr. Chodos practiced at the New York headquarters of Brown and Wood, LLP (n.k.a Sidley Austin Brown & Wood) and with Ernst & Young, LLP.
Mr. Chodos is a frequent speaker and author for professional and business organizations on private client, wealth preservation, and wealth advisory issues. He holds a Certified Public Accountancy Certificate. He earned his Bachelor’s degree in economics, summa cum laude, from the University of Pennsylvania and a law degree, high honors, from Duke University.
Mr. Chodos is a member of the bar in New York, Florida and Connecticut and has been profiled in various Who’s Who journals.
An organized planning process can make creating and implementing a plan straightforward and streamlined and often follows the following process:
Review of goals and aspirations.
Review of in place techniques and documents for strengths, weaknesses, and application.
Discussion with in place advisors (accountant, investment advisor, insurance advisor, general counsel, etc.) for background information and coordination.
Initial summary to introduce some of the planning areas and concepts for advance thought.
Meeting to discuss key areas of interest, answer questions, and determine goals, comfort, special circumstances, and priorities.
Written conceptual proposal to outline top options along with each option’s benefits, drawbacks, costs and time to complete.
After consideration we discuss the proposal, answer questions, and define a preferred path.
Prepare and implement each step and coordinate with other family advisors for integration.
Final meeting to put all tools and techniques in force.