Brian Schultz

Background

About Brian Schultz

I specialize in helping family offices and other ultra-high-net-worth clients maximize the after-tax value of their balance sheets so that they can better achieve their financial goals. I value working effectively in tandem with clients, colleagues and other advisors - collaboration is extremely important to me, as I believe it allows you to obtain better outcomes and minimizes resources required to arrive at those outcomes. My clients appreciate that I take a practical approach to helping them achieve their tax and wealth management goals. I also work to promote our firm’s profile in the marketplace. For me, that often means sharing my technical expertise. I’ve been quoted in Barron’s, The Wall Street Journal, Newsday, CNBC, USA Today, MSN.com, written articles for external publication, and I’ve appeared in external speaking engagements and podcasts about a wide range of tax planning topics.