OUR TEAM & ADVISORS
Experience Across the Disciplines That Matter.
ALIFTS brings together professionals with decades of experience across investment management, life insurance, banking, wealth transfer, estate planning, trusts, and family strategy.
Different perspectives. Specialized expertise.
One objective: helping families create a lasting impact.
People
Purpose
Generations
ALIFTS LEADERSHIP
VISION | STRATEGY | IMPACT
Kevin White:
Wealth Transfer Specialist and Advisor
Founder/President
Consult Milestone LLC
Kevin has over 35 years of experience working with ultra high net worth families and family businesses.
He is an expert in the areas of the internal revenue code that deal with the taxation of businesses and the transfer of wealth. And just as important, he is an expert in the development of structures and systems that allow our clients to minimize and sometimes eliminate these taxes. Saving both time and money to benefit our clients and their heirs.
Experience Is Most Valuable When It Works Together.
No single discipline can address every aspect of sophisticated multigenerational planning. ALIFTS brings different areas of expertise together to help families and their professional advisors evaluate opportunities, identify risks, and coordinate strategies across generations.