Trusted Advisors
Here is a list of MDVP's "Trusted Advisors," professionals we work with and who we have found to be instrumental in helping physicians achieve their financial goals. The services they provide include patent law expertise, estate planning, marketing and PR, and offshore asset protection, to name just a few.
Knobbe Martens Olson & Bear LLP - www.kmob.com
With more than 200 lawyers who specialize in intellectual property law, Knobbe Martens is one of the largest intellectual property law firms in the United States. Patents, trademarks, copyrights, unfair competition, trade secrets, and rights of publicity are all components of their practice. The firm's practice includes client consultation, licensing, preparation and procurement of patents and trademarks, copyright applications, appeals, oppositions and cancellations and intellectual property litigation before federal and state courts.
Lawyers in the firm are registered to practice before the United States Patent and Trademark Office and are members of the State Bar of California. The firm and its lawyers have been recognized by organizations worldwide as leaders in the field of intellectual property law.
Frank Public Relations - www.frankpr.com
Peggy C. Frank is CEO of Frank Public Relations Worldwide, based in Los Angeles, California. With three decades of healthcare public relations experience, Peggy has worked extensively with hospitals, physicians, healthcare IT companies, and managed care companies. Her clients have received extensive coverage in both consumer and trade media including Newsweek magazine, the Wall Street Journal, CBS Morning News and ABC Evening News, Healthcare Management Technology Magazine, and TheStreet.com.
Prior to founding Frank Public Relations in 1999, Peggy worked in top management positions with some of the nation's largest organizations, including Prudential HealthCare; Weight Watchers International, Cedars-Sinai Medical Center, and Hyatt Medical Enterprises. Peggy holds an MBA in Healthcare Management and serves on the Public Relations Society of America's National Advocacy Board.
Chris Rusch, JD, MBA - www.ruschlaw.com
Mr. Rusch is an international tax lawyer. He handles a wide range of planning and controversy matters for wealthy individuals, with special expertise in international formations, asset protection, and banking. Approximately 30% of his practice involves planning and forming international structures and 70% is dedicated to defending clients who used a noncompliant offshore structure or another Federal or State tax dispute. Mr. Rusch is a leading authority on the Internal Revenue Service's Offshore Voluntary Compliance Initiative, Abusive Transaction Settlement Initiative, and "Last Chance" settlements.
His experience in international audits and the defense of offshore structures makes him uniquely qualified to plan, form, and manage international businesses and asset protection strategies for his clients that comply with U.S. tax law.
Robyn Redfield, CIMA - (617) 478-6545
A Vice President and Wealth Advisor for Morgan Stanley, Ms. Redfield's practice is focused on the personal needs of her clients and is dedicated to delivering a highly customized solution to any financial situation. She provides the framework for successful results that ensures clients achieve their goals. Some of the services she offers her clients include:
- Strategic Advisory Services
- Asset Management
- Access to Private Equity and Hedge Funds
- Mortgage Products (Commercial and Residential)
- Investment Banking
- Business Financing and Advisory Services
- Retirement Planning
She has extensive experience working with doctors on such transactions as completing mortgages on first and second homes, reviewing asset allocation, establishing tax-advantaged children's educational funds, evaluating investment opportunities, and meeting the financial needs of individual medical practices by reducing operational costs and reviewing insurance coverage.
Harvey Lazarus, MBA, RFC - (617) 585-4510
With over 40 years of business experience, Mr. Lazarus serves his clients with the highest degree of professional expertise, providing sound financial guidance, business counsel, and superior insurance services since 1990. As the founding member of Beacon Financial Alliance LLC, Mr. Lazarus assists clients with their retirement, investment, and estate planning strategies.
Mr. Lazarus is a Registered Financial Consultant (RFC) and Senior Financial Planner with New England Securities. His promise and commitment to clients is to listen and respond to their needs and maintain absolute integrity in all business dealings. His insight, innovative solutions, and experience with high risk cases has proven to be invaluable to a number of his clients.
Etna Interactive - www.etnainteractive.com
Etna Interactive delivers medical marketing solutions for the online media needs of a wide variety of clients, including plastic surgeons, medical device manufacturers, health advocates, and many other professionals in the healthcare industry and beyond. By assisting these professionals with their medical Web site design, development and other marketing needs, Etna helps its clients expand their business by connecting with interested patients and business prospects.
Etna's award-winning Web design and development work has generated millions of dollars of revenue for its clients through successful search-engine marketing (SEO) and carefully-targeted Internet marketing efforts. The company offers comprehensive Web development packages as well as project-specific consulting services.
