In his wealth planning practice, John is a strategic ally to executives of Fortune 500 companies, successful entrepreneurs in private business and managing directors and investors in hedge and private equity funds.

He serves as "personal general counsel" to an elite national client base, developing and implementing wealth preservation strategies that serve their nuanced financial and social goals. John has broad experience and deep knowledge regarding the development and use of family mission statements and family constitutions. His personal general counsel model is ideal for handling the needs of family and closely held business owners.

As a thought leader in his field, John has been quoted in many major news publications and has appeared on Bloomberg Radio. He also writes extensively, including articles on the concept of the personal general counsel.