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

Washingtonian Magazine

In the February issue of Washingtonian Magazine Anne O'Brien was listed in the Top Financial Advisers Hall of Fame. 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 a member of Caplin & Drysdale's Private Client Group, Anne uses sophisticated estate planning techniques to help clients realize their planning objectives while minimizing taxes.


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