Washingtonian Names Beth Kaufman and Anne O'Brien Among 2016 Top Wealth Advisers

03.21.2016
The Washingtonian Magazine
Awards & Rankings

Firm President Beth Shapiro Kaufman and colleague Anne J. O'Brien are listed among Washingtonian's Top Wealth Advisers for 2016 in the publication's April 2016 issue.  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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