Keith Palmer

• Perform critical senior advisory role to operate the primary affairs of the family office. • Anticipate and respond to the needs and requests of the Principal. • Oversee investment portfolios and tax obligations related to stocks, bonds, fx, precious metals, crypto, digital tokens, direct investments, hedge funds & other pass-through entities, private foundations, gift and estate tax, payroll, IRA’s, and various tax strategies. • Update and actively manage family Estate Plan and effectively administer Trust Operations to ensure compliance • Oversee all aspects of property management for multiple homes. • Negotiate terms for sensitive agreements (e.g., divorces, partnerships, trusts), contracts, and businesses. • Liaise with professional service providers and ensure optimal service levels (e.g., accountants, attorneys, insurance brokers, contractors, caretakers, bankers, doctors, etc.). • Prepare customized reports to track financial performance, asset allocations, income, budgets, cash forecasting, investments, expenses, etc. for family members and related entities. • Streamline IT functions to optimize performance, ensure data security, and efficiently manage information. • Coordinate VIP travel experiences: villa & yacht rentals, private planes, guided tours, security. • Ensure compliance with regulatory bodies/tax agencies: IRS, State Income, local government, SEC, OCC. • Attend meetings, summarize investor calls, and monitor contractor performance to ensure quality outcomes. • Continuously strive to increase efficiencies and lower costs by way of automation, comparing services, renegotiating contracts, affinity cards, etc. • Built out infrastructure for ultra-high net worth office following closure of principal’s hedge fund in 2009. • Serve as Chief Operations Officer for Principal’s winery in Mendoza, Argentina, overseeing growth from zero to 100,000 cases in less than 10 years with distribution to 26 different countries.