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Bob Boesiger has more than 35 years of diverse tax and accounting experience, specializing in trusts and estates. He is the leader of the firm’s Estate Strategies and Trust practice and works closely with each client to create an effective estate planning design.
He aids clients in the implementation of appropriate trust and estate strategies and techniques to achieve the client’s goals and objectives. Bob is well-versed in a variety of legal, charitable, life insurance based, and asset protection strategies that provide the tools to create unique and effective plans. In his practice, Bob takes a holistic approach to create plans that can provide greater security and protection in order to safely shield client assets from taxes and losses during the most challenging financial and legal situations.
During his previous career as a lawyer, Bob provided families with their estate and wealth transfer planning, as well as practicing corporate law for closely held business owners. He has also served as the Director of Wealth Planning with a multi-state regional bank and a national strategist for a boutique life insurance-based planning practice.
Bob is a licensed CPA and licensed Life Insurance Producer in the state of Michigan.