nbertha@fieldpointprivate.com Mr. Bertha is the Director of Wealth and Trust Planning at Fieldpoint Private. Mr. Bertha works with clients on complex estate and income tax issues, and helps ultra high net worth families manage their wealth. He has expert-level capability in tax law, wealth transfer, and trusts & estates. His extensive career, spanning over 35 … Continue reading Nicholas J. Bertha

Michael B. Greenwald is Director at Tiedemann Advisors. He is a fellow at Harvard Kennedy School's Belfer Center for Science and International Affairs. From 2015-2017, Greenwald served as the US Treasury attaché to Qatar and Kuwait. Michael earned a Juris Doctor degree from Boston University School of Law, a Master of Arts from Boston University’s Frederick S. Pardee … Continue reading Michael B. Greenwald

Mr. Matz is a Partner at the law firm of Stroock & Stroock & Lavan LLP in New York City.  His practice is devoted principally to domestic and international estate and tax planning, family offices and qualified opportunity zone (QOZ) funds and he is a Fellow of the American College of Trust and Estate Counsel … Continue reading Kevin Matz

Nicole Pursley is a Senior Analyst with Wilmington Trust and is responsible for developing customized wealth management strategies for high net worth clients.  Nicole holds a Juris Doctor from Widener University Delaware Law School and a Master of Laws (LL.M.) in Taxation and an Estate Planning Certificate from Temple University Beasley School of Law.  She … Continue reading Nicole Pursley

lhenry@chestnutcambronne.com Experience Elizabeth (Lisa) Henry is a partner at Chestnut Cambronne who specializes in the areas of civil litigation, commercial litigation, elder law, estate and trust litigation, guardian and conservatorships, and business representation. She graduated Phi Beta Kappa from St. Catherine University and went on to earn a Master of Arts in Organizational Leadership before … Continue reading Elizabeth C. Henry

Francis J. Rondoni (Frank) is a Partner and Shareholder at the law firm of Chestnut Cambronne PA, in Minneapolis, Minnesota.  Mr. Rondoni has been a trial attorney and litigator for more than 38 years, practicing in the areas of Civil Litigation, Estate Litigation, Class Actions, with emphasis on Estate Litigation. Mr. Rondoni has also been a … Continue reading Francis J. Rondoni

Stuart C. Bear is a lawyer and the President of Chestnut Cambronne PA and holds a national reputation for providing the highest level of succession planning services for individuals and businesses. His practice specializes in wills, trusts, disability planning, powers of attorney, living wills, asset protection, and Medical Assistance planning. Stuart received his B.A. from … Continue reading Stuart C. Bear