Category: Team

KEY ACCOMPLISHMENTS

Speaker for:

• American Bar Association Asset Protection Committee
• Captive Alternative Annual Conference
• Hedge Fund Association
• Annual Private Placement Conference
• Private Placement Structures at Leaders Group Annual Conference

Managing Director, Bankers Trust Corporate Trust and Agency Group

Founder, TBU Advisory – Venture Capital Consultant and Strategic Development

Publicly Elected Member of Holmdel Township Board of Education

ABOUT ELIZABETH

Liz became interested in private placement financial structures that eliminate taxation on assets over a decade ago, when she was asked by a friend undergoing treatments for cancer to sit in on a meeting to discuss such instruments. Intrigued by the possibilities that these tax-eliminating custom plans can offer, she dedicated herself to learning more and, like most things Liz takes on, she wound up becoming a leader in this niche of strategic wealth planning. The daughter of a Johnson & Johnson international vice president, Liz learned early on that business success is built upon trust and ability. Keeping those attributes as her guiding lights, her accomplishments and her transparency not only have made her a star in the realm of wealth preservation planning, but they also led neighbors and friends to encourage her to run for public office … which she did … and she won — twice. A sought-after speaker, presenter and spokeswoman for her industry, Liz is at the very top of wealth preservation advisors.

An MA in Executive Communication and Leadership from Seton Hall, Strategic Planning & Management programs at Harvard, and Trust Indenture Dynamics through the American Banking Association, preceded by two bachelor’s degrees — a BA in Labor Relations and a BS in Mathematics from Rutgers earned within three years while working 70+ hours a week — laid the educational groundwork upon which Liz Keenan has built a career that makes her one of the most in-demand wealth building and preservation consultants and strategists in America today.

When not conquering the business world, Liz can be found with her three most valuable assets, her children, Kristin, Gabriel, and Alyssa. An accomplished athlete, Liz has completed 16 full and half marathons, keeping herself like her clients’ plans and ambitions, moving in track.

CONTACT ELIZABETH KEENAN

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908.461.0959

KEY ACCOMPLISHMENTS

• Co-founder of International Legacy Solutions, LLC
• Founder of Steger Financial Group
• Founder of The Efficient Edge, a fee-based analytic consulting firm
• Bachelor of Science in Business and Masters in Finance from University of Illinois
• Head of the Houston Office for an AON Corporation subsidiary

ABOUT PETER

Peter functions as a personal and financial strategist for families and private business owners. Peter’s keen understanding of complex financial and family wealth issues makes him a valuable resource. His experience and wisdom help support the mission of International Legacy Solutions in providing clients with unique financial structures to enhance their tax-efficiency through the use of tax-elimination and/or tax-mitigation strategies.

His unique ability as described by his clientele:

• Effective leader and communicator
• A strong drive and determination to help his clients to achieve their goals and objectives
• His attentive listening enhances his relationship-building skill set
• High integrity demonstrated by his candor and honesty helps to build trust with his clients
• Creative and innovative at helping clients to identify issues and resolve problems
• His analytic and technical skills help people to develop the clarity needed to make informed decisions in their own best interest

Peter played BIG 10 baseball and was a graduate assistant coach. He has earned the industry designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Registered Employee Benefit Consultant (REBC).

Peter resides in Northfield, Ill. with his wife, Sheila, of 38 years. Their six children are close to his heart. He maintains friendships and involvement with his fraternity, Sigma Chi, and is currently president of his chapter’s house corporation board. He also continues on with his love of baseball as a volunteer coach at Loyola Academy, a Jesuit college preparatory high school in Wilmette, Ill.

CONTACT PETER STEGER

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312.402.8150

ABOUT GABRIEL

Gabriel ensures client satisfaction from inception through policy implementation while remaining accessible to clients and key intermediaries. As a seasoned senior case manager, he supports our clients’ structuring needs with the highest degree of confidentiality. Gabriel is primarily responsible for coordinating the documentation, exams, policy data processing, and record-keeping.

Postgraduate courses completed in Anti-Money Laundering, Ethics, and Cyber Security. He is also a licensed life insurance broker. Gabriel is pursuing a Master’s degree in Public Administration at New York University’s Wagner School of Public Service; Mr. Allocco’s courseload targets corporate responsibility and management.

ABOUT KRISTIN

Kristin specializes in client business development with expertise in tech support. She ensures client onboarding and seamless and efficient integration. With a combination of strong interpersonal skills and fluency in such technology as Python, Java, Flask, Heroku, SQL, HTML/ CSS, Tableau, and R she can support the most complex designs.

Mrs. DeAugustine’s combination of work experience, a Master’s in chemical biology, and an advanced certificate in data analytics from Columbia University provide a unique perspective on analyzing each client individually.

Kristin is pursuing her Series 6 and 63 and becoming a certified financial planner

KEY ACCOMPLISHMENTS

• Founder and CEO, International Legacy Solutions, LLC
• Member of the International Forum and FINSECA (Financial Security for All)
• Proud father of four, and grandfather of five

ABOUT JOHN

As Founder and CEO, International Legacy Solutions, LLC., John J. Behr, for more than half a century, has served wealthy individuals and their families, philanthropists, and corporations seeking sound and creative methods to build, protect, and transfer wealth. A devoted family man, John believes that the dynamics of every family are unique and often require an inspired approach when developing estate plans and intergenerational wealth transfers.

John founded International Legacy Solutions, LLC (ILS) based on his drive to better serve his clients with unique and compelling tax-elimination and tax-mitigation financial structures.

John attributes his long-term success to the personalized planning and strategic development given to every client. Called upon by some of the top law firms in the nation, John works with his ILS team to help meet the unique needs of families, companies, philanthropists, and wealthy individuals. As testimony to his ILS team’s expertise, more than 90 percent of new referrals are introduced to the firm by existing and former clients.

 When asked what John does when he is not assisting his many clients, his response would be family first, followed by fly rods, hunting, and Harley-Davidson motorcycles. A world traveler and avid photographer, John lives by a personal philosophy that the fruits of labor are meant to enrich our experiences and bring fulfillment to our lives.

CONTACT JOHN BEHR

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312.375.1499

KEY ACCOMPLISHMENTS

• Partner, Regional Managing Director, Wipfli Accounting and Advisory, Madison, Wisconsin
• Founder MRZ Financial (RIA) In partnership with Middleton Raines & Zapata (MRZ), Certified Public Accounting – Houston, Texas, Acquired by Baker Tilly US
• Executive Managing Director of Family Office Services Baker Tilly (US) Accounting and Consulting Firm – Houston, Texas
• President, Founder Financial Planning and Consulting Firm Compleet Family Office Solutions LLC – Houston, Texas

ABOUT ED

Ed Drake is a highly accomplished financial planner and the President, Owner, and Chief Innovator of Compleet Family Office Solutions, LLC. He hails from a small working farm in the upper midwest and grew up with integrity, honesty, and strong work ethics instilled in him from an early age. Ed understands the significance of adaptability, and embraces the notion that those who are most responsive to change are the ones who will thrive.

Having obtained a master’s degree in financial planning, Ed has spent the past three decades advising and navigating financial strategies for affluent families, and is among America’s top advisors. His firm, Compleet Family Office Solutions, LLC, provides exceptional planning, management, and development services to affluent families throughout North America. Ed has had a profound impact on hundreds of America’s wealthiest families, utilizing his knowledge and expertise to create multi-generational plans that benefit each family member. Additionally, Ed is an accredited estate planner (AEP), further enhancing his ability to provide comprehensive wealth management solutions for clients.

As a respected mentor and leader, Ed has developed a group of advanced financial planners who possess the unique skills required to create personalized generational plans that marginalize the effects of turbulence in an ever-changing tax, regulatory, and social environment.

Despite his professional success, Ed remains grounded and connected to nature. Ed and his daughter, Josephine, find solace in activities that allow them to become immersed in the natural world. They both enjoy hunting along America’s plains and mountain ranges, and indulging in fishing adventures on remote rivers and streams. Linda, Ed’s wife, and Josie’s mom, prefers trips to exciting European cities where they all can spend time on sightseeing excursions and enjoy fine dining.

CONTACT ED DRAKE

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608.335.9011