Background
Bob Boesiger is the Managing Director of the Estate Strategies and Trust Practice. He works closely with each client to create an effective estate planning design and assists in implementing appropriate strategies and techniques to achieve the client’s goals and objectives.
Bob is well-versed in various 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 to provide greater security and protection to shield client assets from taxes and losses during the most challenging financial and legal situations.
He and his practice complete the planning process by providing each client with sophisticated executive summaries and ongoing trust accounting and tax compliance.
Prior to joining the firm, Bob was a practicing attorney, most recently owning his own law firm and adding over 10 years of experience with a large Detroit-based law firm. In his nearly 30-year legal career, he assisted families with estate transfers and wealth planning and practiced corporate law for closely held business owners. Bob 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.
Certifications
- Licensed CPA in Michigan
- Licensed Life Insurance Producer in Michigan
Contact Bob