Overview
Jason has over 16 years of experience building close relationships with ultra-high-net-worth families and family offices while addressing their full range of financial needs including charitable planning, multigenerational wealth transfer, and sophisticated tax planning strategies. He is always focused on bringing not only his own knowledge and experience to each client, but bringing all the incredible knowledge and expertise Aprio has to offer to provide a great client experience and deliver the best results possible for his clients.
Experience
He has extensive experience working to address structuring, tax optimization issues and cash-flow planning for family offices, hedge fund and private equity fund executives, closely held business owners, and C-suite executives. Jason works with family offices (VFOs, MFOs and SFOs) and ultra-high-net-worth families across a broad spectrum of industries, including but not limited to investment fund executives, real estate professionals, corporate executives, investors as well as professional services firm owners.
He specializes in being a trusted and holistic advisor for family offices and ultra-high-net-worth families. Jason values integrity, curiosity, and dedication – and truly strives to bring each of these values to every single personal and professional interaction.
Education & Affiliations
Jason earned a Bachelor of Science in Accounting Degree from the University of Florida. He is a licensed CPA in New York and New Jersey, and a member of the American Institute of Certified Public Accountants (AICPA).
Insights
