Jordan Berlin |
Nalywajko, who reports to ceo Jordan Berlin, and the team will offer trust and estate, tax expertise and succession planning under one umbrella using an open architecture platform. Nalywajko said she will also focus on structuring portfolios and bringing in new clients. The firm will target foundations and high-net-worth clients with a particular focus on real estate, auto dealers, medical professionals and manufacturing industry wealth. "The trend in the industry is to tap outside intermediaries, and we can embrace what we have right here at the firm to grow our business," Berlin said.