Richard Austin, JD*, LLM, CIMA, CBEC

Executive Director, IFP Family Office

Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations. By offering creative ideas for investment, estate and charitable gifting strategies, he helps high net worth clients build legacies for them and their families. Rich concentrates on working with advisors in the design and implementation of thoroughly researched tax reduction strategies. Rich was previously an attorney in private practice and a corporate staff attorney specializing in tax issues and financial analysis.

*licensed, not practicing.

Philip Masi, MBA, CFP®
Financial Planner

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Richard Austin, JD*, LLM, CIMA, CBEC

Executive Director, IFP Family Office

Philip Masi, MBA, CFP® Financial Planner

Address:

Phone:

Fax/Other:

E-mail:

Richard Austin, JD*, LLM, CIMA, CBEC

Executive Director, IFP Family Office

Philip Masi, MBA, CFP®
Financial Planner