John M. Castrucci, CPA, is a Senior Financial Officer with extensive experience in advising multi-generational high net-worth families on wealth management and tax-related matters. He has held various roles, including CFO & COO at Kotumba Capital Management, LLC, and Strategic Financial Advisor for the Family Office of Raymond G. Chambers. His expertise includes multi-generational planning, flight operations, human resources management, tax planning, philanthropy, and real estate management. He has also worked with Harris myCFO and Wells Fargo Bank, N.A., providing financial planning services to high net-worth individuals.
documents/EFTA01137126.pdf
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