Washingtonian Magazine Names Beth Kaufman and Anne O’Brien in Top Financial Advisers Hall of Fame

Washingtonian Magazine

In the February issue of Washingtonian Magazine Beth Kaufman and Anne O'Brien were listed in the Top Financial Advisers Hall of Fame. Ms. Kaufman assists wealthy individuals with complex issues regarding estate, gift, and generation-skipping transfer taxes, and Ms. O'Brien advises high-net-worth individuals and families in structuring their U.S. and global holdings, as well as the transfer of those holdings to family members, trusts, charitable organizations, and other entities. As members of Caplin & Drysdale's Private Client Group, both use sophisticated estate planning techniques to help clients realize their planning objectives while minimizing taxes.

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