When Ashish is asked what skill set is needed to be a trusted advisor, he answers it's the ability to ask the right questions. Often times advisors are continuously looking to provide an immediate answer, but ultimately it's the questions that they ask that will lead to the proper solutions.
Ashish brings 13 years of advice experience to the firm. Ashish’s practice focuses on healthcare professionals and business owners as he is responsible for simplifying his client’s financial lives while focusing on the issues that matter most. With a legal and business background, Ashish has spent his career to design and implement comprehensive, sophisticated estate planning and investment strategies.
Ashish was initially inspired to attend law school because of his love for Atticus Finch. Ashish was initially trained at one of the Midwest's biggest law firms. He practiced in the Private Equity/Venture Services group where he had the opportunity of representing entities ranging from Fortune 500 companies to small family owned business. Ashish ultimately decided that there had to be a better work lifestyle than tracking and billing clients for every six minutes of his time. Subsequently, Ashish further developed his skills as he practiced in the areas of estate planning and asset protection for high net worth individuals and families. Ashish has now built a sophisticated advisory practice where he instills the complex estate and tax guidance to help solve his clients’ needs.
Ashish graduated from Washington University in St. Louis with a Bachelor of Arts (BA) degree in Econ and a Juris Doctor (JD) degree. Ashish also obtained his Master of Business Administration (MBA) degree from the University of Miami in Coral Gables.
When not in the office, you can find Ashish unsuccessfully attempting to mimic his favorite athlete's serve. Ashish actually sat next to this star tennis player on an airplane for eight hours in 2000 (ask him about the story). When Ashish isn't serving on the court, he is serving on Communities Foundation of Texas' Advisory Council.
“To embark on long-term wealth preservation is an act of extraordinary courage for a family…..since the family members who initiate the process will never know whether they were ultimately successful.”