Brin, 48, has a fortune of $94 billion, according to the Bloomberg Billionaires Index, derived largely from his holdings in Google.
What to do when client investments have large unrealized capital gains but they need liquidity now?
Philanthropic clients may be looking for ideas or solutions so they can continue to be generous with their giving now and later.
Oechsli has long been known for the research they conduct on the affluent.