Andrew Victor

Andrew Auchincloss Victor has over 25 years of experience in financial services. He specializes in strategies for Tax-efficient Income Planning, Wealth Transfer, Estate Planning, Business Succession, and Insurance Planning. Victor supports advisors by presenting to their clients (and clients’ attorneys and accountants) complex and comprehensive solutions through succinct yet actionable guidance.

• Harvard graduate
• Over 25 years of experience in financial services
• Consults on risk and tax mitigation strategies with a focus on lifetime income

CA License #0K70768