Tommy is a tax advisor to family office principals and the executives who run their offices. His practice centers on the tax strategy behind preserving and transferring significant wealth across generations.
Tommy regularly advises families in the process of standing up a family office, as well as those looking to modernize existing family office operations. His technical expertise spans complex trusts, estate and gift tax planning, charitable planning and private foundations, family office structuring, and Qualified Small Business Stock (QSBS) planning. He oversees his client’s federal income tax, state income tax, and gift & estate tax compliance. He also has experience in working through federal and state income, estate, and sales and use tax exams and inquiries.
He serves clients across a range of industries and backgrounds, including founders, successful executives, hedge fund and private equity principals, individuals with inherited wealth, and those in ranching and real estate.