
ZTG Advisory
Integrated Tax, Legal & Financial Advisory for Closely Held Businesses & Family Investment Platforms

Integrated Tax, Legal & Financial Advisory for Closely Held Businesses & Family Investment Platforms
Zach gives businesses, high-net-worth families, and family offices a single, dual-credentialed advisor for the tax, legal, financial, and accounting decisions that come with managing wealth, and owning and growing closely held businesses. Drawing on 15+ years of experience advising high-net-worth families, investment funds and middle-market companies — both independently owned and private-equity-backed — Zach brings structure, strategy, and a single point of accountability to your family’s business and investment affairs.
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