Over a 40-year career, Bruce has focused on working with families with complicated tax and
financial situations. This has involved collaborating with his clients’ attorneys, investment, and
insurance advisors to ensure that his clients’ overall planning objectives and needs are met.
Charitable donation planning, including private family foundations, has been a major focus.
Bruce has served in leadership roles in a number of nonprofit organizations over the years,
including Chair of the Board of Old Sturbridge Village.