Brad is a Certified Public Accountant with 40 years of experience specializing in taxation for ultra-high-net-worth individuals and families as well as their businesses, investment partnerships, trusts and estates. He has worked with complex, multi-generational families for decades, and his clients include several names from the Forbes 400. Brad has extensive industry expertise with financial services companies, investment partnerships, RIAs and family partnerships; he works with his clients regularly on entity structuring and re-structuring, tax planning and succession planning. Brad leverages his broad experience with multi-generational family dynamics when consulting his clients on key de