The Founder

Blue Heron is led by a founder whose background unites the disciplines that family office administration demands. A Certified Public Accountant (CPA) with a Master of Business Administration (MBA) and a Master in the Study of Tax Law, the founder brings more than twenty years of experience in accounting, taxation, and the administration of complex family enterprises.

That combination — technical accounting depth, tax fluency, and a long view of stewardship — shapes how Blue Heron approaches every engagement. The firm was founded on the conviction that family wealth deserves the same rigor and professionalism as a professional organization.