Founding Partner

Franklin Montgomery has regularly represented clients of national accounting firms and banks in financial planning matters for United States resident and nonresident clients. He has served on numerous not-for-profit association boards including the VZV Foundation and the Naval Officer’s Club Inc.

Mr. Montgomery has been a frequent speaker at various institutions and conferences around the country, including the Committee of Banking Institutions on Taxation, the New York Community Bankers Association, KPMG National Tax Conference, KPMG Partners Meetings and various insurance organizations.

His club affiliations include the Metropolitan Club, the Friar's Club of New York and the Naval Order of the United States, New York Commandery. Mr. Montgomery received his B.A. from Carleton University and his LL.B. from the Osgoode Hall Law School.

New York                                                                                   
Province of Ontario, Canada                                                  
New York State Bar Association
Law Society of Upper Canada



Maria joined the firm in 2000 and acts as client liaison for the firm’s family office division. She maintains all of the firm’s client accounts, billing and daily operations, including the oversight, coordination and administration of over a thousand entities, including partnerships, limited liability companies, corporations and trusts. She brings with her extensive experience and knowledge in corporate governance as well as accounting matters.