Serving the needs of Argos Family Office’s ultra-affluent families, Rich and his team of eight handle all tax-related matters, cash flow management, business consulting, real estate investment analysis, insurance aggregation, loan negotiation and structuring, and many other tax and business activities.
Rich’s long history and background in real estate serves Argos families well. Because of his experience, he and his team are able to underwrite and understand complicated real estate transactions for potential investments, find and place financing for those transactions, as well as assist in structuring these projects.
Previously serving as a manager at a St. Louis CPA firm specializing in tax and consulting services for high net worth individuals, their businesses, and their families, Rich worked directly with many high net worth clients helping them with personal financial and various businesses interests. Rich also brings to Argos Family Office clients his extensive banking knowledge from his experience as a banking credit analyst underwriting and analyzing complex loan transactions for individuals, specifically in the real estate industry.
Rich received his B.S. Accountancy and M.A. Accountacy (Taxation) from St. Louis University. A Certified Public Accountant, he is a member of the American Institute of Certified Public Accountants, the Missouri Society of Certified Public Accountants and the Family Office Exchange.