BSBA, Valparaiso University. CPA and Personal Financial Specialist with 34 years of tax, management and family office experience.
Ed is the Executive Director for Milburn Services LLC in Charlotte, NC. He is responsible for the overall strategic leadership and the delivery of all services for the single-family office. Ed brings 34 years of tax, management, and family office experience to our Advisory Council.
Previously, Ed was the President of Threshold Group in the Greater Seattle area, overseeing the transition from a single-family to a multi-family office and delivering the Threshold service offering. Ed was also a Tax Practice Partner at Arthur Andersen & Co.
Ed is a graduate of Valparaiso University receiving his Bachelor of Science in Business Administration. He is also a Certified Public Accountant and Personal Financial Specialist.
Written by our team
Naming a family member as trustee is often the kindest-looking decision and the hardest one to live with. Here is when a corporate trustee is the better answer.
Read MoreA model portfolio stops working when a family has entities, trusts and a tax position that no model can see. That is usually the moment to build one.
Read MoreIntegrated planning means tax, estate, philanthropy and investment decisions are made against one plan, by people who can see all of it at once.
Read MoreOur promise is to bring clarity to your financial framework, continuity to the relationship, and trust to every step forward.