Duncan co-founded Private Wealth Financial Partners in 2008. He has been in practice for over twenty years.
Duncan specializes in working with successful business owners, real estate owners, executives, professionals and individuals to help them gain control and preferential treatment in the key areas of wealth accumulation, business succession, executive compensation, estate conservation and charitable gift planning. Utilizing a unique planning process, he works in conjunction with his clients’ accountants, attorneys and other advisors to implement the latest strategies that help his clients achieve their objectives in a tax-efficient and cost-effective manner.
Prior to joining Sagemark Consulting, Duncan held numerous financial management positions with General Electric Company in various parts of the country. Duncan graduated from Bentley University with a B.S. in Accountancy with highest honors. He is also a graduate of the General Electric Financial Management Program.
Duncan is an active member of the California Apartment Association, Tri-County. He is a past president of the associate committee as well as a former member of the Board of Directors. He is also a contributing writer on financial planning matters to the association’s magazine. He supports various local charities such as the American Endowment Foundation, Community Foundation of Silicon Valley and Martha’s Kitchen, to mention a few.
Duncan resides in Los Gatos, California, with Ilse, his wife.