HomeAuthorKyleDeVries, Author at CSQ | C-Suite Quarterly

Estate and Succession Planner deVries Financial Westlake Village, CA Kyle deVries is an estate and business succession planner in Westlake Village. his goal is to assist his clients in transitioning their legacy to their heirs in accordance with their wishes, while minimizing estate and gift taxes and ensuring sufficient liquidity for a seamless transition. Through his unique consulting proccess, Mr. deVries guides his clients through complex planning ideas, making them easier to understand. The result is the clients feel confident to take action on strategies that will save millions in taxes and accomplish their objectives. Mr. deVries graduated from UCLA and lives with his wife and two children in Westlake Village. Phone: 805/379-5500 kyle@devriesfinancial.com devriesfinancial.com 310 N. Westlake Bvld. Suite 270 Westlake Village, CA 91362